CA Family Wealth’s Blackrock BLK Stock Holding History

CA Family Wealth’s Portfolio BLK Stock Details BLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-705	Closed	-$354K	–	59
2019 Q4	$354K	Buy	+705	New	+$334K	0.24%	43

Other funds holding BLK

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CA Family Wealth's BLK Position: Q1 2020 in Review

CA Family Wealth sold out of Blackrock (BLK) in Q1 2020, closing a stake of 705 shares — an estimated $354K sold.

CA Family Wealth first reported a position in BLK in Q4 2019 and held it in 1 quarter. The position peaked at $354K in Q4 2019. 1,334 funds tracked by Wall St. Rank hold BLK as of Q1 2020.

CA Family Wealth reported no remaining Blackrock position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 705 Blackrock shares in Q1 2020, an estimated $354K.
CA Family Wealth first reported a position in Blackrock in Q4 2019 and held it in 1 quarter.
CA Family Wealth's Blackrock position peaked at $354K in Q4 2019.
1,334 funds tracked by Wall St. Rank held Blackrock as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.