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Baron Wealth Management’s BlackLine BL Stock Holding History

Baron 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
2024
Q2 		– Sell
-3,760
Closed -$243K – 185
2024
Q1 		$243K Hold
3,760
– – 0.13% 140
2023
Q4 		$235K Hold
3,760
– – 0.13% 145
2023
Q3 		$209K Buy
+3,760
New +$206K 0.13% 130
2023
Q2 		– Sell
-3,708
Closed -$249K – 148
2023
Q1 		$249K Hold
3,708
– – 0.18% 105
2022
Q4 		$249K Buy
+3,708
New +$230K 0.19% 100

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
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $32.2B AUM 10.98% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

Baron Wealth Management's BL Position: Q2 2024 in Review

Baron Wealth Management sold out of BlackLine (BL) in Q2 2024, closing a stake of 3,760 shares — an estimated $243K sold.

Baron Wealth Management first reported a position in BL in Q4 2022 and held it in 5 quarters. The position peaked at $249K in Q4 2022. 313 funds tracked by Wall St. Rank hold BL as of Q2 2024.

  • Baron Wealth Management reported no remaining BlackLine position as of Q2 2024 after selling out during the quarter.
  • Baron Wealth Management sold 3,760 BlackLine shares in Q2 2024, an estimated $243K.
  • Baron Wealth Management first reported a position in BlackLine in Q4 2022 and held it in 5 quarters.
  • Baron Wealth Management's BlackLine position peaked at $249K in Q4 2022.
  • 313 funds tracked by Wall St. Rank held BlackLine as of Q2 2024.

Based on Baron Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.