LFAS
BL icon

Level Four Advisory Services’s BlackLine BL Stock Holding History

Level Four 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
2022
Q1 		– Sell
-3,400
Closed -$352K – 654
2021
Q4 		$352K Buy
3,400
+330
+11% +$38.3K 0.03% 483
2021
Q3 		$362K Buy
3,070
+400
+15% +$46K 0.04% 352
2021
Q2 		$297K Sell
2,670
-710
-21% -$77.5K 0.02% 529
2021
Q1 		$366K Buy
3,380
+710
+27% +$88.5K 0.03% 458
2020
Q4 		$356K Sell
2,670
-700
-21% -$78.1K 0.03% 430
2020
Q3 		$302K Buy
3,370
+25
+0.7% +$2.1K 0.02% 437
2020
Q2 		$278K Buy
+3,345
New +$223K 0.02% 469

Other funds holding BL

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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 $61.3B 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