BWM
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BerganKDV Wealth Management’s BlackLine BL Stock Holding History

BerganKDV 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
2022
Q1 		– Sell
-28
Closed -$3K – 999
2021
Q4 		$3K Sell
28
-22
-44% -$2.55K ﹤0.01% 846
2021
Q3 		$6K Hold
50
– – ﹤0.01% 713
2021
Q2 		$6K Buy
+50
New +$5.46K ﹤0.01% 671

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

BerganKDV Wealth Management's BL Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of BlackLine (BL) in Q1 2022, closing a stake of 28 shares — an estimated $3K sold.

BerganKDV Wealth Management first reported a position in BL in Q2 2021 and held it in 3 quarters. The position peaked at $6K in Q3 2021. 329 funds tracked by Wall St. Rank hold BL as of Q1 2022.

  • BerganKDV Wealth Management reported no remaining BlackLine position as of Q1 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 28 BlackLine shares in Q1 2022, an estimated $3K.
  • BerganKDV Wealth Management first reported a position in BlackLine in Q2 2021 and held it in 3 quarters.
  • BerganKDV Wealth Management's BlackLine position peaked at $6K in Q3 2021.
  • 329 funds tracked by Wall St. Rank held BlackLine as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.