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Endurance Wealth Management’s BlackLine BL Stock Holding History

Endurance 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
2022
Q2 		– Sell
-1,320
Closed -$97K – 626
2022
Q1 		$97K Hold
1,320
– – 0.01% 277
2021
Q4 		$137K Hold
1,320
– – 0.01% 252
2021
Q3 		$156K Hold
1,320
– – 0.02% 236
2021
Q2 		$146K Hold
1,320
– – 0.02% 246
2021
Q1 		$143K Buy
1,320
+1,233
+1,417% +$154K 0.02% 246
2020
Q4 		$12K Hold
87
– – ﹤0.01% 467
2020
Q3 		$8K Buy
+87
New +$7.3K ﹤0.01% 492

Other funds holding BL

CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Endurance Wealth Management's BL Position: Q2 2022 in Review

Endurance Wealth Management sold out of BlackLine (BL) in Q2 2022, closing a stake of 1,320 shares — an estimated $97K sold.

Endurance Wealth Management first reported a position in BL in Q3 2020 and held it in 7 quarters. The position peaked at $156K in Q3 2021. 305 funds tracked by Wall St. Rank hold BL as of Q2 2022.

  • Endurance Wealth Management reported no remaining BlackLine position as of Q2 2022 after selling out during the quarter.
  • Endurance Wealth Management sold 1,320 BlackLine shares in Q2 2022, an estimated $97K.
  • Endurance Wealth Management first reported a position in BlackLine in Q3 2020 and held it in 7 quarters.
  • Endurance Wealth Management's BlackLine position peaked at $156K in Q3 2021.
  • 305 funds tracked by Wall St. Rank held BlackLine as of Q2 2022.

Based on Endurance Wealth Management's 13F filing for Q2 2022, filed 20 Jul 2022.