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Laurel Wealth Advisors (California)’s BlackLine BL Stock Holding History

Laurel Wealth Advisors (California)’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
Q1 		– Sell
-2,326
Closed -$241K – 741
2021
Q4 		$241K Buy
+2,326
New +$270K 0.02% 693

Other funds holding BL

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Laurel Wealth Advisors (California)'s BL Position: Q1 2022 in Review

Laurel Wealth Advisors (California) sold out of BlackLine (BL) in Q1 2022, closing a stake of 2,326 shares — an estimated $241K sold.

Laurel Wealth Advisors (California) first reported a position in BL in Q4 2021 and held it in 1 quarter. The position peaked at $241K in Q4 2021. 328 funds tracked by Wall St. Rank hold BL as of Q1 2022.

  • Laurel Wealth Advisors (California) reported no remaining BlackLine position as of Q1 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 2,326 BlackLine shares in Q1 2022, an estimated $241K.
  • Laurel Wealth Advisors (California) first reported a position in BlackLine in Q4 2021 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s BlackLine position peaked at $241K in Q4 2021.
  • 328 funds tracked by Wall St. Rank held BlackLine as of Q1 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2022, filed 13 May 2022.