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Kore Private Wealth’s Blackbaud BLKB Stock Holding History

Kore Private Wealth’s Portfolio BLKB Stock Details BLKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,984
Closed -$158K – 1075
2019
Q4 		$158K Buy
+1,984
New +$166K 0.03% 284
2019
Q1 		– Sell
-61
Closed -$4K – 905
2018
Q4 		$4K Buy
+61
New +$4.39K ﹤0.01% 710

Other funds holding BLKB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Kore Private Wealth's BLKB Position: Q1 2020 in Review

Kore Private Wealth sold out of Blackbaud (BLKB) in Q1 2020, closing a stake of 1,984 shares — an estimated $158K sold.

Kore Private Wealth first reported a position in BLKB in Q4 2018 and held it in 2 quarters. The position peaked at $158K in Q4 2019. 226 funds tracked by Wall St. Rank hold BLKB as of Q1 2020.

  • Kore Private Wealth reported no remaining Blackbaud position as of Q1 2020 after selling out during the quarter.
  • Kore Private Wealth sold 1,984 Blackbaud shares in Q1 2020, an estimated $158K.
  • Kore Private Wealth first reported a position in Blackbaud in Q4 2018 and held it in 2 quarters.
  • Kore Private Wealth's Blackbaud position peaked at $158K in Q4 2019.
  • 226 funds tracked by Wall St. Rank held Blackbaud as of Q1 2020.

Based on Kore Private Wealth's 13F filing for Q1 2020, filed 15 May 2020.