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Cardinal Strategic Wealth Guidance’s Blackrock BLK Stock Holding History

Cardinal Strategic Wealth Guidance’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
2024
Q1 		– Sell
-259
Closed -$210K – 60
2023
Q4 		$210K Buy
+259
New +$181K 0.08% 61
2023
Q1 		– Sell
-321
Closed -$227K – 87
2022
Q4 		$227K Sell
321
-70
-18% -$46.7K 0.11% 64
2022
Q3 		$215K Sell
391
-88
-18% -$57.6K 0.11% 56
2022
Q2 		$292K Sell
479
-10
-2% -$6.51K 0.15% 51
2022
Q1 		$374K Sell
489
-5
-1% -$3.91K 0.17% 51
2021
Q4 		$452K Sell
494
-16
-3% -$14.6K 0.21% 51
2021
Q3 		$428K Buy
510
+2
+0.4% +$1.79K 0.22% 50
2021
Q2 		$444K Hold
508
– – 0.23% 48
2021
Q1 		$383K Sell
508
-20
-4% -$14.5K 0.22% 49
2020
Q4 		$381K Sell
528
-30
-5% -$19.9K 0.23% 42
2020
Q3 		$314K Sell
558
-271
-33% -$155K 0.22% 43
2020
Q2 		$451K Sell
829
-158
-16% -$79.8K 0.34% 35
2020
Q1 		$434K Sell
987
-52
-5% -$25.6K 0.4% 32
2019
Q4 		$522K Buy
+1,039
New +$493K 0.45% 37

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's BLK Position: Q1 2024 in Review

Cardinal Strategic Wealth Guidance sold out of Blackrock (BLK) in Q1 2024, closing a stake of 259 shares — an estimated $210K sold.

Cardinal Strategic Wealth Guidance first reported a position in BLK in Q4 2019 and held it in 14 quarters. The position peaked at $522K in Q4 2019. 1,951 funds tracked by Wall St. Rank hold BLK as of Q1 2024.

  • Cardinal Strategic Wealth Guidance reported no remaining Blackrock position as of Q1 2024 after selling out during the quarter.
  • Cardinal Strategic Wealth Guidance sold 259 Blackrock shares in Q1 2024, an estimated $210K.
  • Cardinal Strategic Wealth Guidance first reported a position in Blackrock in Q4 2019 and held it in 14 quarters.
  • Cardinal Strategic Wealth Guidance's Blackrock position peaked at $522K in Q4 2019.
  • 1,951 funds tracked by Wall St. Rank held Blackrock as of Q1 2024.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2024, filed 25 Apr 2024.