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SYSTM Wealth Solutions’s Blackbaud BLKB Stock Holding History

SYSTM Wealth Solutions’s Portfolio BLKB Stock Details BLKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-32
Closed -$2.37K – 700
2024
Q1 		$2.37K Buy
32
+5
+19% +$382 ﹤0.01% 891
2023
Q4 		$2.34K Buy
+27
New +$2.04K ﹤0.01% 936

Other funds holding BLKB

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SYSTM Wealth Solutions's BLKB Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Blackbaud (BLKB) in Q2 2024, closing a stake of 32 shares — an estimated $2.37K sold.

SYSTM Wealth Solutions first reported a position in BLKB in Q4 2023 and held it in 2 quarters. The position peaked at $2.37K in Q1 2024. 284 funds tracked by Wall St. Rank hold BLKB as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Blackbaud position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 32 Blackbaud shares in Q2 2024, an estimated $2.37K.
  • SYSTM Wealth Solutions first reported a position in Blackbaud in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Blackbaud position peaked at $2.37K in Q1 2024.
  • 284 funds tracked by Wall St. Rank held Blackbaud as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.