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CFM Wealth Partners’s BlackLine BL Stock Holding History

CFM Wealth Partners’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
Q4 		– Sell
-2,027
Closed -$239K – 181
2021
Q3 		$239K Hold
2,027
– – 0.06% 164
2021
Q2 		$226K Sell
2,027
-2
-0.1% -$218 0.06% 159
2021
Q1 		$220K Sell
2,029
-159
-7% -$19.8K 0.07% 158
2020
Q4 		$292K Sell
2,188
-46
-2% -$5.13K 0.09% 117
2020
Q3 		$200K Hold
2,234
– – 0.07% 144
2020
Q2 		$185K Sell
2,234
-152
-6% -$10.1K 0.07% 154
2020
Q1 		$126K Hold
2,386
– – 0.06% 170
2019
Q4 		$148K Buy
+2,386
New +$119K 0.05% 169

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CFM Wealth Partners's BL Position: Q4 2021 in Review

CFM Wealth Partners sold out of BlackLine (BL) in Q4 2021, closing a stake of 2,027 shares — an estimated $239K sold.

CFM Wealth Partners first reported a position in BL in Q4 2019 and held it in 8 quarters. The position peaked at $292K in Q4 2020. 365 funds tracked by Wall St. Rank hold BL as of Q4 2021.

  • CFM Wealth Partners reported no remaining BlackLine position as of Q4 2021 after selling out during the quarter.
  • CFM Wealth Partners sold 2,027 BlackLine shares in Q4 2021, an estimated $239K.
  • CFM Wealth Partners first reported a position in BlackLine in Q4 2019 and held it in 8 quarters.
  • CFM Wealth Partners's BlackLine position peaked at $292K in Q4 2020.
  • 365 funds tracked by Wall St. Rank held BlackLine as of Q4 2021.

Based on CFM Wealth Partners's 13F filing for Q4 2021, filed 21 Jan 2022.