Financial Network Wealth Advisors’s BlackLine BL Stock Holding History

Financial Network Wealth Advisors’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 Q3	–	Sell	-44	Closed	-$2.13K	–	827
2024 Q2	$2.13K	Buy	+44	New	+$2.42K	﹤0.01%	725

Other funds holding BL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Network Wealth Advisors's BL Position: Q3 2024 in Review

Financial Network Wealth Advisors sold out of BlackLine (BL) in Q3 2024, closing a stake of 44 shares — an estimated $2.13K sold.

Financial Network Wealth Advisors first reported a position in BL in Q2 2024 and held it in 1 quarter. The position peaked at $2.13K in Q2 2024. 291 funds tracked by Wall St. Rank hold BL as of Q3 2024.

Financial Network Wealth Advisors reported no remaining BlackLine position as of Q3 2024 after selling out during the quarter.
Financial Network Wealth Advisors sold 44 BlackLine shares in Q3 2024, an estimated $2.13K.
Financial Network Wealth Advisors first reported a position in BlackLine in Q2 2024 and held it in 1 quarter.
Financial Network Wealth Advisors's BlackLine position peaked at $2.13K in Q2 2024.
291 funds tracked by Wall St. Rank held BlackLine as of Q3 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.