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Clarus Wealth Advisors’s Blackrock BLK Stock Holding History

Clarus Wealth Advisors’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
2021
Q4 		– Sell
-538
Closed -$451K – 106
2021
Q3 		$451K Buy
538
+26
+5% +$23.3K 0.28% 61
2021
Q2 		$469K Buy
512
+19
+4% +$16K 0.29% 57
2021
Q1 		$399K Sell
493
-25
-5% -$18.1K 0.25% 74
2020
Q4 		$397K Sell
518
-70
-12% -$46.4K 0.26% 73
2020
Q3 		$341K Buy
588
+65
+12% +$37.1K 0.26% 83
2020
Q2 		$287K Sell
523
-868
-62% -$438K 0.24% 88
2020
Q1 		$582K Buy
1,391
+4
+0.3% +$1.97K 0.58% 46
2019
Q4 		$712K Buy
1,387
+404
+41% +$192K 0.47% 61
2019
Q3 		$438K Buy
983
+485
+97% +$216K 0.32% 76
2019
Q2 		$234K Buy
498
+66
+15% +$29.9K 0.17% 99
2019
Q1 		$184K Buy
432
+29
+7% +$12.2K 0.14% 111
2018
Q4 		$158K Buy
403
+48
+14% +$19.7K 0.25% 111
2018
Q3 		$167K Buy
355
+109
+44% +$53K 0.11% 154
2018
Q2 		$133K Buy
+246
New +$130K 0.1% 165

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clarus Wealth Advisors's BLK Position: Q4 2021 in Review

Clarus Wealth Advisors sold out of Blackrock (BLK) in Q4 2021, closing a stake of 538 shares — an estimated $451K sold.

Clarus Wealth Advisors first reported a position in BLK in Q2 2018 and held it in 14 quarters. The position peaked at $712K in Q4 2019. 1,879 funds tracked by Wall St. Rank hold BLK as of Q4 2021.

  • Clarus Wealth Advisors reported no remaining Blackrock position as of Q4 2021 after selling out during the quarter.
  • Clarus Wealth Advisors sold 538 Blackrock shares in Q4 2021, an estimated $451K.
  • Clarus Wealth Advisors first reported a position in Blackrock in Q2 2018 and held it in 14 quarters.
  • Clarus Wealth Advisors's Blackrock position peaked at $712K in Q4 2019.
  • 1,879 funds tracked by Wall St. Rank held Blackrock as of Q4 2021.

Based on Clarus Wealth Advisors's 13F filing for Q4 2021, filed 13 Jan 2022.