GWSG
BL icon

GPS Wealth Strategies Group’s BlackLine BL Stock Holding History

GPS Wealth Strategies Group’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
2023
Q4 		– Sell
-15
Closed -$832 – 1248
2023
Q3 		$832 Hold
15
– – ﹤0.01% 1188
2023
Q2 		$807 Hold
15
– – ﹤0.01% 1173
2023
Q1 		$1.01K Buy
+15
New +$1.03K ﹤0.01% 1161
2022
Q4 		– Sell
-15
Closed -$1K – 216
2022
Q3 		$1K Hold
15
– – ﹤0.01% 1065
2022
Q2 		$1K Hold
15
– – ﹤0.01% 1052
2022
Q1 		$1K Hold
15
– – ﹤0.01% 987
2021
Q4 		$2K Hold
15
– – ﹤0.01% 970
2021
Q3 		$2K Hold
15
– – ﹤0.01% 935
2021
Q2 		$2K Hold
15
– – ﹤0.01% 951
2021
Q1 		$1K Buy
+15
New +$1.87K ﹤0.01% 894

Other funds holding BL

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return