SIMA Wealth Partners’s Blackrock BLK Stock Holding History

SIMA Wealth Partners’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 Q3	–	Sell	-3	Closed	-$2.36K	–	146
2024 Q2	$2.36K	Buy	+3	New	+$2.34K	﹤0.01%	145

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

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

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

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

SIMA Wealth Partners's BLK Position: Q3 2024 in Review

SIMA Wealth Partners sold out of Blackrock (BLK) in Q3 2024, closing a stake of 3 shares — an estimated $2.36K sold.

SIMA Wealth Partners first reported a position in BLK in Q2 2024 and held it in 1 quarter. The position peaked at $2.36K in Q2 2024. 1,806 funds tracked by Wall St. Rank hold BLK as of Q3 2024.

SIMA Wealth Partners reported no remaining Blackrock position as of Q3 2024 after selling out during the quarter.
SIMA Wealth Partners sold 3 Blackrock shares in Q3 2024, an estimated $2.36K.
SIMA Wealth Partners first reported a position in Blackrock in Q2 2024 and held it in 1 quarter.
SIMA Wealth Partners's Blackrock position peaked at $2.36K in Q2 2024.
1,806 funds tracked by Wall St. Rank held Blackrock as of Q3 2024.

Based on SIMA Wealth Partners's 13F filing for Q3 2024, filed 15 Jun 2026.