MWA
BLNE

Martel Wealth Advisors’s Beeline Holdings BLNE Stock Holding History

Martel Wealth Advisors’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
Q1 		– Sell
-82
Closed -$4.05K – 52
2022
Q4 		$4.05K Hold
82
– – ﹤0.01% 48
2022
Q3 		$4.55K Buy
82
+2
+3% +$212 ﹤0.01% 47
2022
Q2 		$11K Buy
+80
New +$13.1K ﹤0.01% 47

Other funds holding BLNE

AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LWM
Lyell Wealth Management Menlo Park, California $1.36B AUM 28.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Martel Wealth Advisors's BLNE Position: Q1 2023 in Review

Martel Wealth Advisors sold out of Beeline Holdings (BLNE) in Q1 2023, closing a stake of 82 shares — an estimated $4.05K sold.

Martel Wealth Advisors first reported a position in BLNE in Q2 2022 and held it in 3 quarters. The position peaked at $11K in Q2 2022. 15 funds tracked by Wall St. Rank hold BLNE as of Q1 2023.

  • Martel Wealth Advisors reported no remaining Beeline Holdings position as of Q1 2023 after selling out during the quarter.
  • Martel Wealth Advisors sold 82 Beeline Holdings shares in Q1 2023, an estimated $4.05K.
  • Martel Wealth Advisors first reported a position in Beeline Holdings in Q2 2022 and held it in 3 quarters.
  • Martel Wealth Advisors's Beeline Holdings position peaked at $11K in Q2 2022.
  • 15 funds tracked by Wall St. Rank held Beeline Holdings as of Q1 2023.

Based on Martel Wealth Advisors's 13F filing for Q1 2023, filed 9 Oct 2024.