MBM Wealth Consultants’s BlackLine BL Stock Holding History

MBM Wealth Consultants’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
2023 Q1	–	Sell	-52	Closed	-$4K	–	284
2022 Q4	$4K	Buy	+52	New	+$3.23K	﹤0.01%	270

Other funds holding BL

CCG

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

MBM Wealth Consultants's BL Position: Q1 2023 in Review

MBM Wealth Consultants sold out of BlackLine (BL) in Q1 2023, closing a stake of 52 shares — an estimated $4K sold.

MBM Wealth Consultants first reported a position in BL in Q4 2022 and held it in 1 quarter. The position peaked at $4K in Q4 2022. 312 funds tracked by Wall St. Rank hold BL as of Q1 2023.

MBM Wealth Consultants reported no remaining BlackLine position as of Q1 2023 after selling out during the quarter.
MBM Wealth Consultants sold 52 BlackLine shares in Q1 2023, an estimated $4K.
MBM Wealth Consultants first reported a position in BlackLine in Q4 2022 and held it in 1 quarter.
MBM Wealth Consultants's BlackLine position peaked at $4K in Q4 2022.
312 funds tracked by Wall St. Rank held BlackLine as of Q1 2023.

Based on MBM Wealth Consultants's 13F filing for Q1 2023, filed 31 May 2023.