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Geller Advisors’s Blackrock BLK Stock Holding History

Geller 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
2024
Q4 		$360K Sell
351
-87
-20% -$88.3K 0.02% 178
2024
Q3 		$416K Sell
438
-143
-25% -$124K 0.03% 161
2024
Q2 		$457K Sell
581
-3
-0.5% -$2.34K 0.03% 151
2024
Q1 		$487K Buy
584
+39
+7% +$31.3K 0.04% 146
2023
Q4 		$442K Sell
545
-83
-13% -$57.9K 0.04% 149
2023
Q3 		$406K Sell
628
-16
-2% -$11.2K 0.05% 147
2023
Q2 		$445K Buy
+644
New +$431K 0.06% 134

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Geller Advisors's BLK Position: Q4 2024 in Review

Geller Advisors reduced its Blackrock (BLK) stake by 20% in Q4 2024, selling an estimated $88.3K and leaving 351 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #178.

Geller Advisors first reported a position in BLK in Q2 2023 and has held it in 7 quarters since. The position peaked at $487K in Q1 2024. 2,069 funds tracked by Wall St. Rank hold BLK as of Q4 2024.

  • Geller Advisors held 351 shares of Blackrock worth $360K as of Q4 2024.
  • Geller Advisors sold 87 Blackrock shares in Q4 2024, an estimated $88.3K.
  • Blackrock made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #178 holding.
  • Geller Advisors first reported a position in Blackrock in Q2 2023 and has held it in 7 quarters since.
  • Geller Advisors's Blackrock position peaked at $487K in Q1 2024.
  • 2,069 funds tracked by Wall St. Rank held Blackrock as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.