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Schrum Private Wealth Management’s Blackrock BLK Stock Holding History

Schrum Private Wealth Management’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 		– Sell
-282
Closed -$268K – 128
2024
Q3 		$268K Buy
+282
New +$244K 0.14% 142
2022
Q2 		– Sell
-300
Closed -$223K – 116
2022
Q1 		$223K Hold
300
– – 0.22% 105
2021
Q4 		$275K Buy
+300
New +$274K 0.25% 99

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

Schrum Private Wealth Management's BLK Position: Q4 2024 in Review

Schrum Private Wealth Management sold out of Blackrock (BLK) in Q4 2024, closing a stake of 282 shares — an estimated $268K sold.

Schrum Private Wealth Management first reported a position in BLK in Q4 2021 and held it in 3 quarters. The position peaked at $275K in Q4 2021. 2,069 funds tracked by Wall St. Rank hold BLK as of Q4 2024.

  • Schrum Private Wealth Management reported no remaining Blackrock position as of Q4 2024 after selling out during the quarter.
  • Schrum Private Wealth Management sold 282 Blackrock shares in Q4 2024, an estimated $268K.
  • Schrum Private Wealth Management first reported a position in Blackrock in Q4 2021 and held it in 3 quarters.
  • Schrum Private Wealth Management's Blackrock position peaked at $275K in Q4 2021.
  • 2,069 funds tracked by Wall St. Rank held Blackrock as of Q4 2024.

Based on Schrum Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.