HB Wealth Management’s Blackbaud BLKB Stock Holding History

HB Wealth Management’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
2025 Q1	–	Sell	-663	Closed	-$49K	–	1231
2024 Q4	$49K	Buy	+663	New	+$54.2K	﹤0.01%	1047

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 $5.72T 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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HB Wealth Management's BLKB Position: Q1 2025 in Review

HB Wealth Management sold out of Blackbaud (BLKB) in Q1 2025, closing a stake of 663 shares — an estimated $49K sold.

HB Wealth Management first reported a position in BLKB in Q4 2024 and held it in 1 quarter. The position peaked at $49K in Q4 2024. 279 funds tracked by Wall St. Rank hold BLKB as of Q1 2025.

HB Wealth Management reported no remaining Blackbaud position as of Q1 2025 after selling out during the quarter.
HB Wealth Management sold 663 Blackbaud shares in Q1 2025, an estimated $49K.
HB Wealth Management first reported a position in Blackbaud in Q4 2024 and held it in 1 quarter.
HB Wealth Management's Blackbaud position peaked at $49K in Q4 2024.
279 funds tracked by Wall St. Rank held Blackbaud as of Q1 2025.

Based on HB Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.