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Capstone Financial Group’s Blackrock BLK Stock Holding History

Capstone Financial Group’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
Q2 		– Sell
-62
Closed -$27K – 154
2020
Q1 		$27K Buy
62
+1
+2% +$493 0.03% 123
2019
Q4 		$31K Buy
+61
New +$28.9K 0.03% 133

Other funds holding BLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capstone Financial Group's BLK Position: Q2 2020 in Review

Capstone Financial Group sold out of Blackrock (BLK) in Q2 2020, closing a stake of 62 shares — an estimated $27K sold.

Capstone Financial Group first reported a position in BLK in Q4 2019 and held it in 2 quarters. The position peaked at $31K in Q4 2019. 1,402 funds tracked by Wall St. Rank hold BLK as of Q2 2020.

  • Capstone Financial Group reported no remaining Blackrock position as of Q2 2020 after selling out during the quarter.
  • Capstone Financial Group sold 62 Blackrock shares in Q2 2020, an estimated $27K.
  • Capstone Financial Group first reported a position in Blackrock in Q4 2019 and held it in 2 quarters.
  • Capstone Financial Group's Blackrock position peaked at $31K in Q4 2019.
  • 1,402 funds tracked by Wall St. Rank held Blackrock as of Q2 2020.

Based on Capstone Financial Group's 13F filing for Q2 2020, filed 14 Jul 2020.