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SYSTM Wealth Solutions’s Blackrock BLK Stock Holding History

SYSTM Wealth Solutions’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
-12
Closed -$9.45K – 159
2024
Q2 		$9.45K Sell
12
-1,343
-99% -$1.05M ﹤0.01% 492
2024
Q1 		$1.13M Sell
1,355
-3,204
-70% -$2.57M 0.14% 180
2023
Q4 		$3.7M Sell
4,559
-164
-3% -$114K 0.51% 51
2023
Q3 		$3.05M Sell
4,723
-703
-13% -$491K 0.47% 49
2023
Q2 		$3.75M Sell
5,426
-428
-7% -$287K 0.51% 48
2023
Q1 		$3.92M Sell
5,854
-216
-4% -$152K 0.6% 37
2022
Q4 		$4.3M Buy
+6,070
New +$4.05M 0.53% 42

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SYSTM Wealth Solutions's BLK Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Blackrock (BLK) in Q3 2024, closing a stake of 12 shares — an estimated $9.45K sold.

SYSTM Wealth Solutions first reported a position in BLK in Q4 2022 and held it in 7 quarters. The position peaked at $4.3M in Q4 2022. 1,805 funds tracked by Wall St. Rank hold BLK as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Blackrock position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 12 Blackrock shares in Q3 2024, an estimated $9.45K.
  • SYSTM Wealth Solutions first reported a position in Blackrock in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Blackrock position peaked at $4.3M in Q4 2022.
  • 1,805 funds tracked by Wall St. Rank held Blackrock as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.