EW
BL icon

Evoke Wealth’s BlackLine BL Stock Holding History

Evoke Wealth’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
2023
Q3 		– Sell
-8,867
Closed -$477K – 376
2023
Q2 		$477K Hold
8,867
– – 0.02% 223
2023
Q1 		$595K Hold
8,867
– – 0.02% 198
2022
Q4 		$596K Hold
8,867
– – 0.02% 203
2022
Q3 		$531K Hold
8,867
– – 0.02% 205
2022
Q2 		$591K Hold
8,867
– – 0.02% 202
2022
Q1 		$649K Sell
8,867
-2,979
-25% -$241K 0.02% 208
2021
Q4 		$1.23M Hold
11,846
– – 0.04% 159
2021
Q3 		$1.4M Hold
11,846
– – 0.05% 143
2021
Q2 		$1.32M Hold
11,846
– – 0.05% 152
2021
Q1 		$1.28M Buy
11,846
+23
+0.2% +$2.87K 0.06% 136
2020
Q4 		$1.58M Hold
11,823
– – 0.11% 61
2020
Q3 		$1.06M Hold
11,823
– – 0.09% 79
2020
Q2 		$980K Sell
11,823
-6,416
-35% -$428K 0.1% 62
2020
Q1 		$960K Buy
18,239
+2,374
+15% +$139K 0.14% 53
2019
Q4 		$818K Buy
15,865
+2,890
+22% +$144K 0.1% 89
2019
Q3 		$620K Buy
+12,975
New +$646K 0.08% 133

Other funds holding BL

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return