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Concord Wealth Partners’s Blackbaud BLKB Stock Holding History

Concord Wealth Partners’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
2023
Q4 		– Sell
-28
Closed -$1.97K – 839
2023
Q3 		$1.97K Hold
28
– – ﹤0.01% 872
2023
Q2 		$1.99K Hold
28
– – ﹤0.01% 866
2023
Q1 		$1.94K Hold
28
– – ﹤0.01% 817
2022
Q4 		$1.65K Buy
+28
New +$1.57K ﹤0.01% 983
2022
Q3 		– Sell
-28
Closed -$2K – 270
2022
Q2 		$2K Sell
28
-78
-74% -$4.53K ﹤0.01% 996
2022
Q1 		$6K Hold
106
– – ﹤0.01% 863
2021
Q4 		$8K Buy
106
+50
+89% +$3.86K ﹤0.01% 831
2021
Q3 		$4K Sell
56
-29
-34% -$2.04K ﹤0.01% 615
2021
Q2 		$7K Buy
85
+13
+18% +$937 ﹤0.01% 678
2021
Q1 		$5K Buy
+72
New +$4.97K ﹤0.01% 656

Other funds holding BLKB

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return