AWAU
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Alliance Wealth Advisors (Utah)’s BlackLine BL Stock Holding History

Alliance Wealth Advisors (Utah)’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
2024
Q2 		– Sell
-3,921
Closed -$253K – 230
2024
Q1 		$253K Sell
3,921
-33
-0.8% -$2K 0.08% 214
2023
Q4 		$247K Buy
3,954
+25
+0.6% +$1.41K 0.08% 218
2023
Q3 		$218K Buy
3,929
+59
+2% +$3.23K 0.08% 211
2023
Q2 		$208K Sell
3,870
-87
-2% -$4.83K 0.08% 214
2023
Q1 		$266K Buy
3,957
+209
+6% +$14.4K 0.11% 191
2022
Q4 		$252K Buy
+3,748
New +$232K 0.11% 184

Other funds holding BL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return