CM Wealth Advisors’s BlackLine BL Stock Holding History

CM Wealth 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
2023 Q2	–	Sell	-15,498	Closed	-$853K	–	194
2023 Q1	$853K	Buy	+15,498	New	+$1.07M	0.17%	187

Other funds holding BL

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

CCG

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 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

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

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CM Wealth Advisors's BL Position: Q2 2023 in Review

CM Wealth Advisors sold out of BlackLine (BL) in Q2 2023, closing a stake of 15,498 shares — an estimated $853K sold.

CM Wealth Advisors first reported a position in BL in Q1 2023 and held it in 1 quarter. The position peaked at $853K in Q1 2023. 292 funds tracked by Wall St. Rank hold BL as of Q2 2023.

CM Wealth Advisors reported no remaining BlackLine position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 15,498 BlackLine shares in Q2 2023, an estimated $853K.
CM Wealth Advisors first reported a position in BlackLine in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's BlackLine position peaked at $853K in Q1 2023.
292 funds tracked by Wall St. Rank held BlackLine as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.