Apexium Financial’s Blackrock BLK Stock Holding History

Apexium Financial’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	-418	Closed	-$339K	–	235
2023 Q4	$339K	Buy	+418	New	+$292K	0.02%	207

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Apexium Financial's BLK Position: Q1 2024 in Review

Apexium Financial sold out of Blackrock (BLK) in Q1 2024, closing a stake of 418 shares — an estimated $339K sold.

Apexium Financial first reported a position in BLK in Q4 2023 and held it in 1 quarter. The position peaked at $339K in Q4 2023. 1,952 funds tracked by Wall St. Rank hold BLK as of Q1 2024.

Apexium Financial reported no remaining Blackrock position as of Q1 2024 after selling out during the quarter.
Apexium Financial sold 418 Blackrock shares in Q1 2024, an estimated $339K.
Apexium Financial first reported a position in Blackrock in Q4 2023 and held it in 1 quarter.
Apexium Financial's Blackrock position peaked at $339K in Q4 2023.
1,952 funds tracked by Wall St. Rank held Blackrock as of Q1 2024.

Based on Apexium Financial's 13F filing for Q1 2024, filed 19 Apr 2024.