Bartlett & Co Wealth Management
BL icon

Bartlett & Co Wealth Management’s BlackLine BL Stock Holding History

Bartlett & Co 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
2021
Q1 		– Sell
-25
Closed -$3.33K – 1116
2020
Q4 		$3.33K Buy
+25
New +$2.79K ﹤0.01% 845

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Baillie Gifford & Co
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Bartlett & Co Wealth Management's BL Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of BlackLine (BL) in Q1 2021, closing a stake of 25 shares — an estimated $3.33K sold.

Bartlett & Co Wealth Management first reported a position in BL in Q4 2020 and held it in 1 quarter. The position peaked at $3.33K in Q4 2020. 354 funds tracked by Wall St. Rank hold BL as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining BlackLine position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 25 BlackLine shares in Q1 2021, an estimated $3.33K.
  • Bartlett & Co Wealth Management first reported a position in BlackLine in Q4 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's BlackLine position peaked at $3.33K in Q4 2020.
  • 354 funds tracked by Wall St. Rank held BlackLine as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.