Number of Shares
9,221.00
Current Holdings Value*
$7.90 Mil
% of Portfolio
4.06%
Total Estimate Gain
$4.83 Mil
% of Total Estimate Gain
68.56%

vontobel swiss wealth advisors AG's BlackRock Inc Holding Summary

As of 2021-06-30, vontobel swiss wealth advisors AG held 9,221.00 shares of BlackRock Inc(BLK), totaling $7.90 Mil. This investment constitutes 4.06% of their stock portfolio, and vontobel swiss wealth advisors AG now holds 0.01% of the outstanding BlackRock Inc(BLK) stock.

The initial trade took place in 2018Q2. And since then vontobel swiss wealth advisors AG has made 7 purchases of BLK, at an average price of $530.21, for a total of 13,285.00 shares. In addition, there have been 5 sales at an average price of $466.14 for 4,064.00 shares. Based on historical transaction data and BLK's current price of $1082.15, vontobel swiss wealth advisors AG's estimated gain on his BLK holdings is $4.83 Mil, reflecting a 68.56% gain to date.

vontobel swiss wealth advisors AG BLK ($1082.15) Holding Chart

vontobel swiss wealth advisors AG BLK ($1082.15) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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