AAS
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Avantax Advisory Services’s BlackLine BL Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$545K Buy
9,627
+628
+7% +$32.4K ﹤0.01% 1537
2025
Q1 		$436K Buy
8,999
+676
+8% +$37K ﹤0.01% 1591
2024
Q4 		$506K Sell
8,323
-1,362
-14% -$81.2K ﹤0.01% 1435
2024
Q3 		$534K Buy
9,685
+508
+6% +$25K ﹤0.01% 1368
2024
Q2 		$445K Buy
+9,177
New +$504K ﹤0.01% 1437

Other funds holding BL

BlackRock
BlackRock New York $5.72T 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Avantax Advisory Services's BL Position: Q2 2025 in Review

Avantax Advisory Services increased its BlackLine (BL) stake by 7% in Q2 2025, buying an estimated $32.4K and bringing the position to 9,627 shares worth $545K. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

Avantax Advisory Services first reported a position in BL in Q2 2024 and has held it in 5 quarters since. 296 funds tracked by Wall St. Rank hold BL as of Q2 2025.

  • Avantax Advisory Services held 9,627 shares of BlackLine worth $545K as of Q2 2025.
  • Avantax Advisory Services bought 628 BlackLine shares in Q2 2025, an estimated $32.4K.
  • BlackLine made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1537 holding.
  • Avantax Advisory Services first reported a position in BlackLine in Q2 2024 and has held it in 5 quarters since.
  • 296 funds tracked by Wall St. Rank held BlackLine as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.