Focused Wealth Management’s Blackbaud BLKB Stock Holding History

Focused Wealth Management’s Portfolio BLKB Stock Details BLKB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-121	Closed	-$12K	–	691
2018 Q3	$12K	Sell	121 -1	-0.8%	-$104	﹤0.01%	428
2018 Q2	$12K	Hold	122	–	–	﹤0.01%	417
2018 Q1	$12K	Hold	122	–	–	﹤0.01%	446
2017 Q4	$11K	Hold	122	–	–	﹤0.01%	449
2017 Q3	$11K	Hold	122	–	–	﹤0.01%	416
2017 Q2	$10K	Hold	122	–	–	﹤0.01%	467
2017 Q1	$9K	Hold	122	–	–	﹤0.01%	471
2016 Q4	$8K	Hold	122	–	–	﹤0.01%	489
2016 Q3	$8K	Hold	122	–	–	﹤0.01%	461
2016 Q2	$8K	Hold	122	–	–	﹤0.01%	459
2016 Q1	$8K	Hold	122	–	–	﹤0.01%	423
2015 Q4	$8K	Hold	122	–	–	﹤0.01%	431
2015 Q3	$7K	Hold	122	–	–	﹤0.01%	444
2015 Q2	$7K	Hold	122	–	–	﹤0.01%	449
2015 Q1	$6K	Hold	122	–	–	﹤0.01%	492
2014 Q4	$5K	Hold	122	–	–	﹤0.01%	508
2014 Q3	$5K	Buy	122 +1	+0.8%	+$37	﹤0.01%	510
2014 Q2	$4K	Hold	121	–	–	﹤0.01%	530
2014 Q1	$4K	Buy	121 +1	+0.8%	+$34	﹤0.01%	506
2013 Q4	$5K	Hold	120	–	–	﹤0.01%	469
2013 Q3	$5K	Buy	+120	New	+$4.28K	﹤0.01%	451

Other funds holding BLKB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return