HWMA
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Heritage Wealth Management (Arizona)’s BlackLine BL Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$314K Buy
4,674
+2,365
+102% +$147K 0.04% 284
2022
Q3 		$138K Buy
2,309
+11
+0.5% +$738 0.04% 293
2022
Q2 		$153K Sell
2,298
-26
-1% -$1.78K 0.05% 282
2022
Q1 		$170K Buy
+2,324
New +$188K 0.05% 296
2021
Q3 		$298K Sell
2,522
-111
-4% -$12.8K 0.11% 152
2021
Q2 		$293K Buy
2,633
+375
+17% +$41K 0.11% 156
2021
Q1 		$245K Buy
+2,258
New +$282K 0.14% 133

Other funds holding BL

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return