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FourThought Financial Partners’s BlackLine BL Stock Holding History

FourThought Financial Partners’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
-17,927
Closed -$869K – 175
2024
Q2 		$869K Buy
17,927
+906
+5% +$49.8K 0.11% 119
2024
Q1 		$1.1M Buy
17,021
+243
+1% +$14.7K 0.13% 120
2023
Q4 		$1.05M Sell
16,778
-294
-2% -$16.6K 0.13% 121
2023
Q3 		$947K Buy
17,072
+1,106
+7% +$60.6K 0.13% 121
2023
Q2 		$859K Buy
15,966
+5,055
+46% +$281K 0.11% 137
2023
Q1 		$733K Sell
10,911
-371
-3% -$25.6K 0.1% 143
2022
Q4 		$759K Buy
+11,282
New +$700K 0.11% 141

Other funds holding BL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FourThought Financial Partners's BL Position: Q3 2024 in Review

FourThought Financial Partners sold out of BlackLine (BL) in Q3 2024, closing a stake of 17,927 shares — an estimated $869K sold.

FourThought Financial Partners first reported a position in BL in Q4 2022 and held it in 7 quarters. The position peaked at $1.1M in Q1 2024. 292 funds tracked by Wall St. Rank hold BL as of Q3 2024.

  • FourThought Financial Partners reported no remaining BlackLine position as of Q3 2024 after selling out during the quarter.
  • FourThought Financial Partners sold 17,927 BlackLine shares in Q3 2024, an estimated $869K.
  • FourThought Financial Partners first reported a position in BlackLine in Q4 2022 and held it in 7 quarters.
  • FourThought Financial Partners's BlackLine position peaked at $1.1M in Q1 2024.
  • 292 funds tracked by Wall St. Rank held BlackLine as of Q3 2024.

Based on FourThought Financial Partners's 13F filing for Q3 2024, filed 13 Nov 2024.