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Safeguard Investment Advisory Group’s Blackrock BLK Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-65
Closed -$46K – 154
2020
Q4 		$46K Buy
+65
New +$43.1K 0.04% 210

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
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

Safeguard Investment Advisory Group's BLK Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Blackrock (BLK) in Q1 2021, closing a stake of 65 shares — an estimated $46K sold.

Safeguard Investment Advisory Group first reported a position in BLK in Q4 2020 and held it in 1 quarter. The position peaked at $46K in Q4 2020. 1,667 funds tracked by Wall St. Rank hold BLK as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Blackrock position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 65 Blackrock shares in Q1 2021, an estimated $46K.
  • Safeguard Investment Advisory Group first reported a position in Blackrock in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Blackrock position peaked at $46K in Q4 2020.
  • 1,667 funds tracked by Wall St. Rank held Blackrock as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.