IFAM
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Institutional & Family Asset Management’s BlackLine BL Stock Holding History

Institutional & Family Asset Management’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
Q2 		– Sell
-6
Closed – – 728
2022
Q1 		$0 Sell
6
-1
-14% -$81 ﹤0.01% 779
2021
Q4 		$1K Hold
7
– – ﹤0.01% 701
2021
Q3 		$1K Buy
+7
New +$804 ﹤0.01% 818
2020
Q4 		– Sell
-12
Closed -$1K – 867
2020
Q3 		$1K Buy
+12
New +$1.01K ﹤0.01% 769

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 $5.72T 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 $62.3B AUM 26.25% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Institutional & Family Asset Management's BL Position: Q2 2022 in Review

Institutional & Family Asset Management sold out of BlackLine (BL) in Q2 2022, closing a stake of 6 shares.

Institutional & Family Asset Management first reported a position in BL in Q3 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2021. 304 funds tracked by Wall St. Rank hold BL as of Q2 2022.

  • Institutional & Family Asset Management reported no remaining BlackLine position as of Q2 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 6 BlackLine shares in Q2 2022.
  • Institutional & Family Asset Management first reported a position in BlackLine in Q3 2020 and held it in 4 quarters.
  • Institutional & Family Asset Management's BlackLine position peaked at $1K in Q4 2021.
  • 304 funds tracked by Wall St. Rank held BlackLine as of Q2 2022.

Based on Institutional & Family Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.