Lyell Wealth Management’s Beeline Holdings BLNE Stock Holding History

Lyell Wealth Management’s Portfolio BLNE Stock Details BLNE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-101	Closed	-$7.05K	–	204
2023 Q1	$7.05K	Hold	101	–	–	﹤0.01%	201
2022 Q4	$4.97K	Hold	101	–	–	﹤0.01%	189
2022 Q3	$6K	Hold	101	–	–	﹤0.01%	190
2022 Q2	$14K	Hold	101	–	–	﹤0.01%	193
2022 Q1	$19K	Hold	101	–	–	﹤0.01%	196
2021 Q4	$36K	Hold	101	–	–	﹤0.01%	187
2021 Q3	$52K	Buy	+101	New	+$66.8K	0.01%	181

Other funds holding BLNE

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lyell Wealth Management's BLNE Position: Q2 2023 in Review

Lyell Wealth Management sold out of Beeline Holdings (BLNE) in Q2 2023, closing a stake of 101 shares — an estimated $7.05K sold.

Lyell Wealth Management first reported a position in BLNE in Q3 2021 and held it in 7 quarters. The position peaked at $52K in Q3 2021. 4 funds tracked by Wall St. Rank hold BLNE as of Q2 2023.

Lyell Wealth Management reported no remaining Beeline Holdings position as of Q2 2023 after selling out during the quarter.
Lyell Wealth Management sold 101 Beeline Holdings shares in Q2 2023, an estimated $7.05K.
Lyell Wealth Management first reported a position in Beeline Holdings in Q3 2021 and held it in 7 quarters.
Lyell Wealth Management's Beeline Holdings position peaked at $52K in Q3 2021.
4 funds tracked by Wall St. Rank held Beeline Holdings as of Q2 2023.

Based on Lyell Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.