AE Wealth Management’s BlackLine BL Stock Holding History

AE Wealth Management’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
2021 Q1	–	Sell	-3,811	Closed	-$508K	–	1484
2020 Q4	$508K	Buy	+3,811	New	+$425K	0.01%	952

Other funds holding BL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

AE Wealth Management's BL Position: Q1 2021 in Review

AE Wealth Management sold out of BlackLine (BL) in Q1 2021, closing a stake of 3,811 shares — an estimated $508K sold.

AE Wealth Management first reported a position in BL in Q4 2020 and held it in 1 quarter. The position peaked at $508K in Q4 2020. 354 funds tracked by Wall St. Rank hold BL as of Q1 2021.

AE Wealth Management reported no remaining BlackLine position as of Q1 2021 after selling out during the quarter.
AE Wealth Management sold 3,811 BlackLine shares in Q1 2021, an estimated $508K.
AE Wealth Management first reported a position in BlackLine in Q4 2020 and held it in 1 quarter.
AE Wealth Management's BlackLine position peaked at $508K in Q4 2020.
354 funds tracked by Wall St. Rank held BlackLine as of Q1 2021.

Based on AE Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.