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Milestone Advisory Partners’s BlackLine BL Stock Holding History

Milestone Advisory Partners’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
-1,731
Closed -$204K – 90
2021
Q3 		$204K Buy
+1,731
New +$199K 0.12% 82

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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

Milestone Advisory Partners's BL Position: Q4 2021 in Review

Milestone Advisory Partners sold out of BlackLine (BL) in Q4 2021, closing a stake of 1,731 shares — an estimated $204K sold.

Milestone Advisory Partners first reported a position in BL in Q3 2021 and held it in 1 quarter. The position peaked at $204K in Q3 2021. 365 funds tracked by Wall St. Rank hold BL as of Q4 2021.

  • Milestone Advisory Partners reported no remaining BlackLine position as of Q4 2021 after selling out during the quarter.
  • Milestone Advisory Partners sold 1,731 BlackLine shares in Q4 2021, an estimated $204K.
  • Milestone Advisory Partners first reported a position in BlackLine in Q3 2021 and held it in 1 quarter.
  • Milestone Advisory Partners's BlackLine position peaked at $204K in Q3 2021.
  • 365 funds tracked by Wall St. Rank held BlackLine as of Q4 2021.

Based on Milestone Advisory Partners's 13F filing for Q4 2021, filed 4 Feb 2022.