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Global Wealth Management Investment Advisory’s Blackbaud BLKB Stock Holding History

Global Wealth Management Investment Advisory’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
2019
Q1 		– Sell
-145
Closed -$9K – 675
2018
Q4 		$9K Buy
+145
New +$10.4K 0.01% 394

Other funds holding BLKB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Global Wealth Management Investment Advisory's BLKB Position: Q1 2019 in Review

Global Wealth Management Investment Advisory sold out of Blackbaud (BLKB) in Q1 2019, closing a stake of 145 shares — an estimated $9K sold.

Global Wealth Management Investment Advisory first reported a position in BLKB in Q4 2018 and held it in 1 quarter. The position peaked at $9K in Q4 2018. 234 funds tracked by Wall St. Rank hold BLKB as of Q1 2019.

  • Global Wealth Management Investment Advisory reported no remaining Blackbaud position as of Q1 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 145 Blackbaud shares in Q1 2019, an estimated $9K.
  • Global Wealth Management Investment Advisory first reported a position in Blackbaud in Q4 2018 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Blackbaud position peaked at $9K in Q4 2018.
  • 234 funds tracked by Wall St. Rank held Blackbaud as of Q1 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2019, filed 10 May 2019.