MWM
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MinichMacGregor Wealth Management’s BlackLine BL Stock Holding History

MinichMacGregor 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
2023
Q1 		– Sell
-45
Closed -$3.03K – 153
2022
Q4 		$3.03K Buy
+45
New +$2.79K ﹤0.01% 535

Other funds holding BL

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
RP
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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MinichMacGregor Wealth Management's BL Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of BlackLine (BL) in Q1 2023, closing a stake of 45 shares — an estimated $3.03K sold.

MinichMacGregor Wealth Management first reported a position in BL in Q4 2022 and held it in 1 quarter. The position peaked at $3.03K in Q4 2022. 312 funds tracked by Wall St. Rank hold BL as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining BlackLine position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 45 BlackLine shares in Q1 2023, an estimated $3.03K.
  • MinichMacGregor Wealth Management first reported a position in BlackLine in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's BlackLine position peaked at $3.03K in Q4 2022.
  • 312 funds tracked by Wall St. Rank held BlackLine as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.