MSWM
BL icon

McGlone Suttner Wealth Management’s BlackLine BL Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-324
Closed -$20.2K – 234
2023
Q4 		$20.2K Buy
+324
New +$18.3K ﹤0.01% 438

Other funds holding BL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

McGlone Suttner Wealth Management's BL Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of BlackLine (BL) in Q1 2024, closing a stake of 324 shares — an estimated $20.2K sold.

McGlone Suttner Wealth Management first reported a position in BL in Q4 2023 and held it in 1 quarter. The position peaked at $20.2K in Q4 2023. 304 funds tracked by Wall St. Rank hold BL as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining BlackLine position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 324 BlackLine shares in Q1 2024, an estimated $20.2K.
  • McGlone Suttner Wealth Management first reported a position in BlackLine in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's BlackLine position peaked at $20.2K in Q4 2023.
  • 304 funds tracked by Wall St. Rank held BlackLine as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.