CSat Investment Advisory’s Blackrock BLK Stock Holding History

CSat Investment Advisory’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 Q1	$8K	Buy	11 +2	+22%	+$1.45K	0.01%	468
2020 Q4	$6K	Sell	9 -435	-98%	-$288K	0.01%	465
2020 Q3	$250K	Buy	444 +39	+10%	+$22.3K	0.02%	238
2020 Q2	$220K	Sell	405 -39	-9%	-$19.7K	0.03%	286
2020 Q1	$196K	Buy	444 +51	+13%	+$25.1K	0.04%	244
2019 Q4	$198K	Buy	393 +55	+16%	+$26.1K	0.05%	234
2019 Q3	$150K	Buy	338 +46	+16%	+$20.5K	0.05%	251
2019 Q2	$137K	Buy	292 +278	+1,986%	+$126K	0.05%	242
2019 Q1	$6K	Hold	14	–	–	﹤0.01%	483
2018 Q4	$5K	Buy	14 +5	+56%	+$2.05K	﹤0.01%	479
2018 Q3	$4K	Buy	9 +5	+125%	+$2.43K	﹤0.01%	478
2018 Q2	$2K	Buy	+4	New	+$2.11K	﹤0.01%	522

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

CSat Investment Advisory's BLK Position: Q1 2021 in Review

CSat Investment Advisory increased its Blackrock (BLK) stake by 22% in Q1 2021, buying an estimated $1.45K and bringing the position to 11 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #468.

CSat Investment Advisory first reported a position in BLK in Q2 2018 and has held it in 12 quarters since. The position peaked at $250K in Q3 2020. 1,667 funds tracked by Wall St. Rank hold BLK as of Q1 2021.

CSat Investment Advisory held 11 shares of Blackrock worth $8K as of Q1 2021.
CSat Investment Advisory bought 2 Blackrock shares in Q1 2021, an estimated $1.45K.
Blackrock made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #468 holding.
CSat Investment Advisory first reported a position in Blackrock in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Blackrock position peaked at $250K in Q3 2020.
1,667 funds tracked by Wall St. Rank held Blackrock as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.