AWM
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Avior Wealth Management’s BlackLine BL Stock Holding History

Avior 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
2025
Q1 		– Sell
-10
Closed -$607 – 918
2024
Q4 		$607 Hold
10
– – ﹤0.01% 2266
2024
Q3 		$551 Hold
10
– – ﹤0.01% 2159
2024
Q2 		$484 Sell
10
-557
-98% -$30.6K ﹤0.01% 2124
2024
Q1 		$36.6K Buy
567
+532
+1,520% +$32.3K ﹤0.01% 1354
2023
Q4 		$2.19K Sell
35
-22
-39% -$1.24K ﹤0.01% 1294
2023
Q3 		$3.16K Hold
57
– – ﹤0.01% 1320
2023
Q2 		$3.07K Hold
57
– – ﹤0.01% 1295
2023
Q1 		$3.83K Buy
+57
New +$3.93K ﹤0.01% 1269

Other funds holding BL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $529M AUM 50.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avior Wealth Management's BL Position: Q1 2025 in Review

Avior Wealth Management sold out of BlackLine (BL) in Q1 2025, closing a stake of 10 shares — an estimated $607 sold.

Avior Wealth Management first reported a position in BL in Q1 2023 and held it in 8 quarters. The position peaked at $36.6K in Q1 2024. 278 funds tracked by Wall St. Rank hold BL as of Q1 2025.

  • Avior Wealth Management reported no remaining BlackLine position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 10 BlackLine shares in Q1 2025, an estimated $607.
  • Avior Wealth Management first reported a position in BlackLine in Q1 2023 and held it in 8 quarters.
  • Avior Wealth Management's BlackLine position peaked at $36.6K in Q1 2024.
  • 278 funds tracked by Wall St. Rank held BlackLine as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.