IHWM
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Iron Horse Wealth Management’s BlackLine BL Stock Holding History

Iron Horse Wealth 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
2023
Q4 		– Sell
-108
Closed -$5.99K – 501
2023
Q3 		$5.99K Buy
+108
New +$5.92K ﹤0.01% 239

Other funds holding BL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Iron Horse Wealth Management's BL Position: Q4 2023 in Review

Iron Horse Wealth Management sold out of BlackLine (BL) in Q4 2023, closing a stake of 108 shares — an estimated $5.99K sold.

Iron Horse Wealth Management first reported a position in BL in Q3 2023 and held it in 1 quarter. The position peaked at $5.99K in Q3 2023. 315 funds tracked by Wall St. Rank hold BL as of Q4 2023.

  • Iron Horse Wealth Management reported no remaining BlackLine position as of Q4 2023 after selling out during the quarter.
  • Iron Horse Wealth Management sold 108 BlackLine shares in Q4 2023, an estimated $5.99K.
  • Iron Horse Wealth Management first reported a position in BlackLine in Q3 2023 and held it in 1 quarter.
  • Iron Horse Wealth Management's BlackLine position peaked at $5.99K in Q3 2023.
  • 315 funds tracked by Wall St. Rank held BlackLine as of Q4 2023.

Based on Iron Horse Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.