IMA Advisory Services’s BlackLine BL Stock Holding History

IMA Advisory Services’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
2020 Q4	–	Sell	-20	Closed	-$2K	–	292
2020 Q3	$2K	Buy	+20	New	+$1.68K	﹤0.01%	258

Other funds holding BL

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

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

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

DDC

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

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

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

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

IMA Advisory Services's BL Position: Q4 2020 in Review

IMA Advisory Services sold out of BlackLine (BL) in Q4 2020, closing a stake of 20 shares — an estimated $2K sold.

IMA Advisory Services first reported a position in BL in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 353 funds tracked by Wall St. Rank hold BL as of Q4 2020.

IMA Advisory Services reported no remaining BlackLine position as of Q4 2020 after selling out during the quarter.
IMA Advisory Services sold 20 BlackLine shares in Q4 2020, an estimated $2K.
IMA Advisory Services first reported a position in BlackLine in Q3 2020 and held it in 1 quarter.
IMA Advisory Services's BlackLine position peaked at $2K in Q3 2020.
353 funds tracked by Wall St. Rank held BlackLine as of Q4 2020.

Based on IMA Advisory Services's 13F filing for Q4 2020, filed 8 Feb 2021.