Berman Capital Advisors’s BlackLine BL Stock Holding History

Berman Capital Advisors’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 Q3	$25K	Hold	212	–	–	﹤0.01%	903
2021 Q2	$23K	Sell	212 -21	-9%	-$2.29K	﹤0.01%	849
2021 Q1	$25K	Buy	233 +165	+243%	+$20.6K	0.01%	710
2020 Q4	$9K	Buy	68 +3	+5%	+$335	﹤0.01%	946
2020 Q3	$5K	Buy	65 +29	+81%	+$2.43K	﹤0.01%	1021
2020 Q2	$2K	Buy	36 +16	+80%	+$1.07K	﹤0.01%	1242
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	1251
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	1298
2019 Q3	$0	Sell	20 -48	-71%	-$2.39K	﹤0.01%	1451
2019 Q2	$3K	Hold	68	–	–	﹤0.01%	1071
2019 Q1	$3K	Buy	68 +48	+240%	+$2.26K	﹤0.01%	978
2018 Q4	$0	Buy	+20	New	+$850	﹤0.01%	1136

Other funds holding BL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Berman Capital Advisors's BL Position: Q3 2021 in Review

Berman Capital Advisors held its BlackLine (BL) position steady in Q3 2021 at 212 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Berman Capital Advisors first reported a position in BL in Q4 2018 and has held it in 12 quarters since. 336 funds tracked by Wall St. Rank hold BL as of Q3 2021.

Berman Capital Advisors held 212 shares of BlackLine worth $25K as of Q3 2021.
Berman Capital Advisors left its BlackLine share count unchanged in Q3 2021.
BlackLine made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #903 holding.
Berman Capital Advisors first reported a position in BlackLine in Q4 2018 and has held it in 12 quarters since.
336 funds tracked by Wall St. Rank held BlackLine as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.