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SFMG Wealth Advisors’s Blend Labs BLND Stock Holding History

SFMG Wealth Advisors’s Portfolio BLND Stock Details BLND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,234
Closed -$42.1K – 276
2024
Q3 		$42.1K Sell
11,234
-237
-2% -$785 ﹤0.01% 268
2024
Q2 		$27.1K Hold
11,471
– – ﹤0.01% 269
2024
Q1 		$37.3K Sell
11,471
-54,600
-83% -$147K ﹤0.01% 276
2023
Q4 		$168K Hold
66,071
– – 0.02% 248
2023
Q3 		$90.5K Hold
66,071
– – 0.01% 239
2023
Q2 		$62.6K Sell
66,071
-890
-1% -$789 0.01% 243
2023
Q1 		$66.7K Buy
66,961
+3,456
+5% +$5.29K 0.01% 249
2022
Q4 		$91.4K Buy
+63,505
New +$114K 0.01% 241

Other funds holding BLND

LMC
Lightspeed Management Company Menlo Park, California $988M AUM 7.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MC
Metavasi Capital Larchmont, New York $276M AUM 92.83% 1-Year Est. Return
EGP
Emergence GP Partners San Francisco, California $111M AUM 28.73% 1-Year Est. Return
GIG
Goodnow Investment Group Darien, Connecticut $913M AUM 11.84% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

SFMG Wealth Advisors's BLND Position: Q4 2024 in Review

SFMG Wealth Advisors sold out of Blend Labs (BLND) in Q4 2024, closing a stake of 11,234 shares — an estimated $42.1K sold.

SFMG Wealth Advisors first reported a position in BLND in Q4 2022 and held it in 8 quarters. The position peaked at $168K in Q4 2023. 199 funds tracked by Wall St. Rank hold BLND as of Q4 2024.

  • SFMG Wealth Advisors reported no remaining Blend Labs position as of Q4 2024 after selling out during the quarter.
  • SFMG Wealth Advisors sold 11,234 Blend Labs shares in Q4 2024, an estimated $42.1K.
  • SFMG Wealth Advisors first reported a position in Blend Labs in Q4 2022 and held it in 8 quarters.
  • SFMG Wealth Advisors's Blend Labs position peaked at $168K in Q4 2023.
  • 199 funds tracked by Wall St. Rank held Blend Labs as of Q4 2024.

Based on SFMG Wealth Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.