CWM
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Congress Wealth Management’s BlackLine BL Stock Holding History

Congress Wealth Management’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
2024
Q4 		– Sell
-4,884
Closed -$269K – 875
2024
Q3 		$269K Buy
+4,884
New +$240K ﹤0.01% 757

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's BL Position: Q4 2024 in Review

Congress Wealth Management sold out of BlackLine (BL) in Q4 2024, closing a stake of 4,884 shares — an estimated $269K sold.

Congress Wealth Management first reported a position in BL in Q3 2024 and held it in 1 quarter. The position peaked at $269K in Q3 2024. 306 funds tracked by Wall St. Rank hold BL as of Q4 2024.

  • Congress Wealth Management reported no remaining BlackLine position as of Q4 2024 after selling out during the quarter.
  • Congress Wealth Management sold 4,884 BlackLine shares in Q4 2024, an estimated $269K.
  • Congress Wealth Management first reported a position in BlackLine in Q3 2024 and held it in 1 quarter.
  • Congress Wealth Management's BlackLine position peaked at $269K in Q3 2024.
  • 306 funds tracked by Wall St. Rank held BlackLine as of Q4 2024.

Based on Congress Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.