AWA
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Arkadios Wealth Advisors’s BlackLine BL Stock Holding History

Arkadios 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
2021
Q4 		– Sell
-9
Closed -$1K – 718
2021
Q3 		$1K Sell
9
-3
-25% -$345 ﹤0.01% 1790
2021
Q2 		$1K Hold
12
– – ﹤0.01% 1887
2021
Q1 		$1K Buy
12
+2
+20% +$249 ﹤0.01% 1567
2020
Q4 		$1K Buy
+10
New +$1.12K ﹤0.01% 1304

Other funds holding BL

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Arkadios Wealth Advisors's BL Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of BlackLine (BL) in Q4 2021, closing a stake of 9 shares — an estimated $1K sold.

Arkadios Wealth Advisors first reported a position in BL in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2021. 365 funds tracked by Wall St. Rank hold BL as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining BlackLine position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 9 BlackLine shares in Q4 2021, an estimated $1K.
  • Arkadios Wealth Advisors first reported a position in BlackLine in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's BlackLine position peaked at $1K in Q3 2021.
  • 365 funds tracked by Wall St. Rank held BlackLine as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.