LWM
BL icon

Liberty Wealth Management’s BlackLine BL Stock Holding History

Liberty 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
2021
Q4 		– Sell
-8
Closed -$1K – 276
2021
Q3 		$1K Hold
8
– – ﹤0.01% 1099
2021
Q2 		$1K Buy
+8
New +$874 ﹤0.01% 972

Other funds holding BL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Liberty Wealth Management's BL Position: Q4 2021 in Review

Liberty Wealth Management sold out of BlackLine (BL) in Q4 2021, closing a stake of 8 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in BL in Q2 2021 and held it in 2 quarters. The position peaked at $1K in Q3 2021. 365 funds tracked by Wall St. Rank hold BL as of Q4 2021.

  • Liberty Wealth Management reported no remaining BlackLine position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 8 BlackLine shares in Q4 2021, an estimated $1K.
  • Liberty Wealth Management first reported a position in BlackLine in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's BlackLine position peaked at $1K in Q3 2021.
  • 365 funds tracked by Wall St. Rank held BlackLine as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.