CWC
BL icon

Carolinas Wealth Consulting’s BlackLine BL Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-32
Closed -$1.53K – 101
2025
Q1 		$1.53K Buy
+32
New +$1.75K ﹤0.01% 851
2024
Q1 		– Sell
-11
Closed -$683 – 1050
2023
Q4 		$683 Sell
11
-6
-35% -$339 ﹤0.01% 875
2023
Q3 		$831 Buy
+17
New +$931 ﹤0.01% 858

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Carolinas Wealth Consulting's BL Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of BlackLine (BL) in Q2 2025, closing a stake of 32 shares — an estimated $1.53K sold.

Carolinas Wealth Consulting first reported a position in BL in Q3 2023 and held it in 3 quarters. The position peaked at $1.53K in Q1 2025. 296 funds tracked by Wall St. Rank hold BL as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining BlackLine position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 32 BlackLine shares in Q2 2025, an estimated $1.53K.
  • Carolinas Wealth Consulting first reported a position in BlackLine in Q3 2023 and held it in 3 quarters.
  • Carolinas Wealth Consulting's BlackLine position peaked at $1.53K in Q1 2025.
  • 296 funds tracked by Wall St. Rank held BlackLine as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.