Clear Perspective Advisors’s Blackrock BLK Stock Holding History

Clear Perspective 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	$1.27M	Buy	1,383 +91	+7%	+$83K	0.38%	44
2021 Q3	$1.08M	Sell	1,292 -35	-3%	-$31.4K	0.37%	48
2021 Q2	$1.16M	Sell	1,327 -16	-1%	-$13.5K	0.4%	46
2021 Q1	$1.01M	Buy	1,343 +69	+5%	+$50.1K	0.4%	54
2020 Q4	$919K	Sell	1,274 -109	-8%	-$72.3K	0.38%	50
2020 Q3	$345	Sell	1,383 -60	-4%	-$34.2K	0.16%	102
2020 Q2	$785K	Buy	1,443 +50	+4%	+$25.2K	0.43%	44
2020 Q1	$613K	Hold	1,393	–	–	0.41%	49
2019 Q4	$700K	Sell	1,393 -32	-2%	-$15.2K	0.43%	55
2019 Q3	$635K	Sell	1,425 -18	-1%	-$8.02K	0.29%	72
2019 Q2	$677K	Sell	1,443 -84	-6%	-$38K	0.43%	58
2019 Q1	$710K	Sell	1,527 -50	-3%	-$21K	0.5%	51
2018 Q4	$619K	Sell	1,577 -5	-0.3%	-$2.05K	0.51%	60
2018 Q3	$746K	Buy	1,582 +199	+14%	+$96.7K	0.55%	53
2018 Q2	$690K	Hold	1,383	–	–	0.48%	54
2018 Q1	$749K	Buy	1,383 +15	+1%	+$8.23K	0.56%	44
2017 Q4	$703K	Sell	1,368 -58	-4%	-$28.2K	0.54%	47
2017 Q3	$638K	Sell	1,426 -219	-13%	-$93.5K	0.52%	48
2017 Q2	$695K	Sell	1,645 -115	-7%	-$45.9K	0.58%	46
2017 Q1	$675K	Sell	1,760 -783	-31%	-$300K	0.45%	52
2016 Q4	$968K	Buy	+2,543	New	+$933K	0.64%	35

Other funds holding BLK

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

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

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Clear Perspective Advisors's BLK Position: Q4 2021 in Review

Clear Perspective Advisors increased its Blackrock (BLK) stake by 7% in Q4 2021, buying an estimated $83K and bringing the position to 1,383 shares worth $1.27M. The position accounts for 0.38% of the portfolio, ranked #44.

Clear Perspective Advisors first reported a position in BLK in Q4 2016 and has held it in 21 quarters since. 1,880 funds tracked by Wall St. Rank hold BLK as of Q4 2021.

Clear Perspective Advisors held 1,383 shares of Blackrock worth $1.27M as of Q4 2021.
Clear Perspective Advisors bought 91 Blackrock shares in Q4 2021, an estimated $83K.
Blackrock made up 0.38% of Clear Perspective Advisors's portfolio in Q4 2021, its #44 holding.
Clear Perspective Advisors first reported a position in Blackrock in Q4 2016 and has held it in 21 quarters since.
1,880 funds tracked by Wall St. Rank held Blackrock as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.