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 $680M AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return