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CSat Investment Advisory’s BlackLine BL Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-344
Closed -$31K – 575
2020
Q3 		$31K Buy
344
+40
+13% +$3.36K ﹤0.01% 754
2020
Q2 		$25K Buy
+304
New +$20.3K ﹤0.01% 777

Other funds holding BL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

CSat Investment Advisory's BL Position: Q4 2020 in Review

CSat Investment Advisory sold out of BlackLine (BL) in Q4 2020, closing a stake of 344 shares — an estimated $31K sold.

CSat Investment Advisory first reported a position in BL in Q2 2020 and held it in 2 quarters. The position peaked at $31K in Q3 2020. 353 funds tracked by Wall St. Rank hold BL as of Q4 2020.

  • CSat Investment Advisory reported no remaining BlackLine position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 344 BlackLine shares in Q4 2020, an estimated $31K.
  • CSat Investment Advisory first reported a position in BlackLine in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's BlackLine position peaked at $31K in Q3 2020.
  • 353 funds tracked by Wall St. Rank held BlackLine as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.