EWM
BLNE

Elmwood Wealth Management’s Beeline Holdings BLNE Stock Holding History

Elmwood Wealth Management’s Portfolio BLNE Stock Details BLNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-11
Closed -$4K – 346
2021
Q4 		$4K Buy
+11
New +$5.06K ﹤0.01% 326
2021
Q2 		$6K Hold
11
– – ﹤0.01% 283
2021
Q1 		$4K Buy
+11
New +$3.84K ﹤0.01% 279

Other funds holding BLNE

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LWM
Lyell Wealth Management Menlo Park, California $1.36B AUM 28.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Elmwood Wealth Management's BLNE Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Beeline Holdings (BLNE) in Q1 2022, closing a stake of 11 shares — an estimated $4K sold.

Elmwood Wealth Management first reported a position in BLNE in Q1 2021 and held it in 3 quarters. The position peaked at $6K in Q2 2021. 16 funds tracked by Wall St. Rank hold BLNE as of Q1 2022.

  • Elmwood Wealth Management reported no remaining Beeline Holdings position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 11 Beeline Holdings shares in Q1 2022, an estimated $4K.
  • Elmwood Wealth Management first reported a position in Beeline Holdings in Q1 2021 and held it in 3 quarters.
  • Elmwood Wealth Management's Beeline Holdings position peaked at $6K in Q2 2021.
  • 16 funds tracked by Wall St. Rank held Beeline Holdings as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.