Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
GWS
Glassman Wealth Services’s
Blackbaud
BLKB
Stock Holding History
Glassman Wealth Services’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
2024
Q1
–
Sell
-22
Closed
-$1.91K
–
420
2023
Q4
$1.91K
Hold
22
–
–
﹤0.01%
1362
2023
Q3
$1.55K
Hold
22
–
–
﹤0.01%
1417
2023
Q2
$1.57K
Hold
22
–
–
﹤0.01%
1324
2023
Q1
$1.52K
Hold
22
–
–
﹤0.01%
1318
2022
Q4
$1.29K
Buy
+22
New
+$1.23K
﹤0.01%
1365
2022
Q3
–
Sell
-22
Closed
-$1K
–
1670
2022
Q2
$1K
Buy
+22
New
+$1.28K
﹤0.01%
1357
2022
Q1
–
Sell
-7
Closed
-$1K
–
1654
2021
Q4
$1K
Buy
+7
New
+$541
﹤0.01%
1311
2020
Q1
–
Sell
-4
Closed
–
–
1152
2019
Q4
$0
Hold
4
–
–
﹤0.01%
1194
2019
Q3
$0
Hold
4
–
–
﹤0.01%
1065
2019
Q2
$0
Hold
4
–
–
﹤0.01%
1092
2019
Q1
$0
Hold
4
–
–
﹤0.01%
1040
2018
Q4
$0
Buy
+4
New
+$288
﹤0.01%
795
Other funds holding BLKB
CCG
Clearlake Capital Group
Santa Monica, California
$680M AUM
30.34%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
HRCM
Hawk Ridge Capital Management
Los Angeles, California
$2.75B AUM
20.09%
1-Year Est. Return
PCP
P2 Capital Partners
New York
$210M AUM
1.23%
1-Year Est. Return
GCM
Geneva Capital Management
Milwaukee, Wisconsin
$4.71B AUM
6.32%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close