Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Commonwealth Equity Services’s
BlackLine
BL
Stock Holding History
Commonwealth Equity Services’s Portfolio
BL Stock Details
BL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-4,127
Closed
-$267K
–
4055
2024
Q1
$267K
Buy
+4,127
New
+$250K
﹤0.01%
3376
2023
Q1
–
Sell
-3,118
Closed
-$209K
–
3781
2022
Q4
$209K
Buy
+3,118
New
+$193K
﹤0.01%
3191
2022
Q1
–
Sell
-1,961
Closed
-$203K
–
3714
2021
Q4
$203K
Sell
1,961
-894
-31%
-$104K
﹤0.01%
3292
2021
Q3
$337K
Sell
2,855
-479
-14%
-$55K
﹤0.01%
2801
2021
Q2
$370K
Sell
3,334
-1,152
-26%
-$126K
﹤0.01%
2721
2021
Q1
$486K
Sell
4,486
-887
-17%
-$111K
﹤0.01%
2353
2020
Q4
$716K
Buy
5,373
+934
+21%
+$104K
﹤0.01%
1879
2020
Q3
$397K
Buy
+4,439
New
+$372K
﹤0.01%
2135
Other funds holding BL
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
IC
Iconiq Capital
San Francisco, California
$4.46B AUM
22.86%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
RP
Riverbridge Partners
Minneapolis, Minnesota
$3.58B AUM
4.02%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
CCA
Conestoga Capital Advisors
Wayne, Pennsylvania
$5.01B AUM
6.26%
1-Year Est. Return
HRCM
Hawk Ridge Capital Management
Los Angeles, California
$2.75B AUM
20.09%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close