EWM
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Evermay Wealth Management’s BlackLine BL Stock Holding History

Evermay 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
Q1 		– Sell
-364
Closed -$22.7K – 625
2023
Q4 		$22.7K Hold
364
– – ﹤0.01% 386
2023
Q3 		$20.2K Hold
364
– – ﹤0.01% 378
2023
Q2 		$19.6K Hold
364
– – ﹤0.01% 379
2023
Q1 		$24.4K Sell
364
-86
-19% -$5.93K ﹤0.01% 355
2022
Q4 		$30.3K Buy
+450
New +$27.9K 0.01% 335

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Evermay Wealth Management's BL Position: Q1 2024 in Review

Evermay Wealth Management sold out of BlackLine (BL) in Q1 2024, closing a stake of 364 shares — an estimated $22.7K sold.

Evermay Wealth Management first reported a position in BL in Q4 2022 and held it in 5 quarters. The position peaked at $30.3K in Q4 2022. 304 funds tracked by Wall St. Rank hold BL as of Q1 2024.

  • Evermay Wealth Management reported no remaining BlackLine position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 364 BlackLine shares in Q1 2024, an estimated $22.7K.
  • Evermay Wealth Management first reported a position in BlackLine in Q4 2022 and held it in 5 quarters.
  • Evermay Wealth Management's BlackLine position peaked at $30.3K in Q4 2022.
  • 304 funds tracked by Wall St. Rank held BlackLine as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.