AWA
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Aaron Wealth Advisors’s BlackLine BL Stock Holding History

Aaron Wealth Advisors’s Portfolio BL Stock Details BL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-233
Closed -$17.1K – 273
2022
Q1 		$17.1K Buy
+233
New +$18.8K ﹤0.01% 682

Other funds holding BL

CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Aaron Wealth Advisors's BL Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of BlackLine (BL) in Q2 2022, closing a stake of 233 shares — an estimated $17.1K sold.

Aaron Wealth Advisors first reported a position in BL in Q1 2022 and held it in 1 quarter. The position peaked at $17.1K in Q1 2022. 305 funds tracked by Wall St. Rank hold BL as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining BlackLine position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 233 BlackLine shares in Q2 2022, an estimated $17.1K.
  • Aaron Wealth Advisors first reported a position in BlackLine in Q1 2022 and held it in 1 quarter.
  • Aaron Wealth Advisors's BlackLine position peaked at $17.1K in Q1 2022.
  • 305 funds tracked by Wall St. Rank held BlackLine as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.