FC
BL icon

Financial Consulate’s BlackLine BL Stock Holding History

Financial Consulate’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
Q1 		– Sell
-3,432
Closed -$231K – 126
2022
Q4 		$231K Buy
3,432
+90
+3% +$5.58K 0.08% 123
2022
Q3 		$200K Buy
3,342
+118
+4% +$7.92K 0.08% 115
2022
Q2 		$215K Buy
+3,224
New +$221K 0.1% 116
2022
Q1 		– Sell
-2,581
Closed -$267K – 134
2021
Q4 		$267K Buy
2,581
+291
+13% +$33.7K 0.09% 115
2021
Q3 		$270K Buy
2,290
+254
+12% +$29.2K 0.1% 108
2021
Q2 		$227K Buy
+2,036
New +$222K 0.08% 116

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
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
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Consulate's BL Position: Q1 2023 in Review

Financial Consulate sold out of BlackLine (BL) in Q1 2023, closing a stake of 3,432 shares — an estimated $231K sold.

Financial Consulate first reported a position in BL in Q2 2021 and held it in 6 quarters. The position peaked at $270K in Q3 2021. 313 funds tracked by Wall St. Rank hold BL as of Q1 2023.

  • Financial Consulate reported no remaining BlackLine position as of Q1 2023 after selling out during the quarter.
  • Financial Consulate sold 3,432 BlackLine shares in Q1 2023, an estimated $231K.
  • Financial Consulate first reported a position in BlackLine in Q2 2021 and held it in 6 quarters.
  • Financial Consulate's BlackLine position peaked at $270K in Q3 2021.
  • 313 funds tracked by Wall St. Rank held BlackLine as of Q1 2023.

Based on Financial Consulate's 13F filing for Q1 2023, filed 17 Apr 2023.