CPG
BL icon

Cornerstone Planning Group’s BlackLine BL Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-49
Closed -$2.14K – 1308
2024
Q2 		$2.14K Sell
49
-114
-70% -$6.26K ﹤0.01% 754
2024
Q1 		$9.93K Sell
163
-46
-22% -$2.79K ﹤0.01% 408
2023
Q4 		$13.1K Hold
209
– – ﹤0.01% 384
2023
Q3 		$11.6K Sell
209
-123
-37% -$6.74K ﹤0.01% 395
2023
Q2 		$17.9K Buy
+332
New +$18.4K 0.01% 455
2022
Q4 		$31.9K Buy
+484
New +$30K 0.01% 341

Other funds holding BL

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $680M AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return