HHM Wealth Advisors’s BlackLine BL Stock Holding History

HHM Wealth Advisors’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 Q3	–	Sell	-94	Closed	-$6K	–	657
2022 Q2	$6K	Hold	94	–	–	﹤0.01%	606
2022 Q1	$7K	Buy	94 +52	+124%	+$4.21K	﹤0.01%	570
2021 Q4	$4K	Hold	42	–	–	﹤0.01%	587
2021 Q3	$5K	Hold	42	–	–	﹤0.01%	540
2021 Q2	$5K	Buy	+42	New	+$4.59K	﹤0.01%	524

Other funds holding BL

CCG

Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

HHM Wealth Advisors's BL Position: Q3 2022 in Review

HHM Wealth Advisors sold out of BlackLine (BL) in Q3 2022, closing a stake of 94 shares — an estimated $6K sold.

HHM Wealth Advisors first reported a position in BL in Q2 2021 and held it in 5 quarters. The position peaked at $7K in Q1 2022. 296 funds tracked by Wall St. Rank hold BL as of Q3 2022.

HHM Wealth Advisors reported no remaining BlackLine position as of Q3 2022 after selling out during the quarter.
HHM Wealth Advisors sold 94 BlackLine shares in Q3 2022, an estimated $6K.
HHM Wealth Advisors first reported a position in BlackLine in Q2 2021 and held it in 5 quarters.
HHM Wealth Advisors's BlackLine position peaked at $7K in Q1 2022.
296 funds tracked by Wall St. Rank held BlackLine as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.