BWL
BLKB icon

Bogart Wealth LLC’s Blackbaud BLKB Stock Holding History

Bogart Wealth LLC’s Portfolio BLKB Stock Details BLKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-36
Closed -$2.28K – 1834
2025
Q4 		$2.28K Hold
36
– – ﹤0.01% 1158
2025
Q3 		$2.31K Hold
36
– – ﹤0.01% 1130
2025
Q2 		$2.31K Hold
36
– – ﹤0.01% 1079
2025
Q1 		$2.23K Hold
36
– – ﹤0.01% 1045
2024
Q4 		$2.66K Hold
36
– – ﹤0.01% 1041
2024
Q3 		$3.05K Hold
36
– – ﹤0.01% 914
2024
Q2 		$2.74K Hold
36
– – ﹤0.01% 882
2024
Q1 		$2.67K Hold
36
– – ﹤0.01% 872
2023
Q4 		$3.12K Hold
36
– – ﹤0.01% 835
2023
Q3 		$2.53K Hold
36
– – ﹤0.01% 848
2023
Q2 		$2.56K Hold
36
– – ﹤0.01% 853
2023
Q1 		$2.5K Buy
+36
New +$2.16K ﹤0.01% 874

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BlackRock
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Morgan Stanley
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VPM
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VCM
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return