GI
BL icon

Gradient Investments’s BlackLine BL Stock Holding History

Gradient Investments’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
Q1 		– Sell
-38
Closed -$2.37K – 1311
2023
Q4 		$2.37K Hold
38
– – ﹤0.01% 1179
2023
Q3 		$2.11K Buy
38
+18
+90% +$986 ﹤0.01% 1171
2023
Q2 		$1.08K Hold
20
– – ﹤0.01% 1342
2023
Q1 		$1.34K Hold
20
– – ﹤0.01% 1163
2022
Q4 		$1.34K Sell
20
-28
-58% -$1.74K ﹤0.01% 1148
2022
Q3 		$3K Buy
48
+28
+140% +$1.88K ﹤0.01% 1041
2022
Q2 		$1K Sell
20
-211
-91% -$14.4K ﹤0.01% 1109
2022
Q1 		$17K Sell
231
-72,510
-100% -$5.86M ﹤0.01% 672
2021
Q4 		$7.53M Buy
72,741
+31,208
+75% +$3.62M 0.19% 133
2021
Q3 		$4.9M Buy
41,533
+6,312
+18% +$725K 0.14% 141
2021
Q2 		$3.92M Buy
35,221
+3,636
+12% +$397K 0.11% 145
2021
Q1 		$3.42M Buy
31,585
+21,230
+205% +$2.65M 0.11% 150
2020
Q4 		$928K Sell
10,355
-337
-3% -$37.6K 0.04% 161
2020
Q3 		$958K Sell
10,692
-14,056
-57% -$1.18M 0.04% 160
2020
Q2 		$2.05M Sell
24,748
-2,686
-10% -$179K 0.09% 138
2020
Q1 		$1.44M Buy
27,434
+2,312
+9% +$135K 0.08% 142
2019
Q4 		$1.29M Buy
25,122
+458
+2% +$22.9K 0.06% 185
2019
Q3 		$1.18M Buy
24,664
+2,857
+13% +$142K 0.06% 180
2019
Q2 		$1.17M Buy
21,807
+9,613
+79% +$478K 0.06% 175
2019
Q1 		$565K Buy
+12,194
New +$573K 0.04% 177

Other funds holding BL

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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