Moisand Fitzgerald Tamayo’s BlackLine BL Stock Holding History

Moisand Fitzgerald Tamayo’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
2022 Q3	–	Sell	-9	Closed	-$1K	–	712
2022 Q2	$1K	Sell	9 -9	-50%	-$616	﹤0.01%	474
2022 Q1	$1K	Buy	+18	New	+$1.46K	﹤0.01%	440

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

DDC

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

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

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

Moisand Fitzgerald Tamayo's BL Position: Q3 2022 in Review

Moisand Fitzgerald Tamayo sold out of BlackLine (BL) in Q3 2022, closing a stake of 9 shares — an estimated $1K sold.

Moisand Fitzgerald Tamayo first reported a position in BL in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 295 funds tracked by Wall St. Rank hold BL as of Q3 2022.

Moisand Fitzgerald Tamayo reported no remaining BlackLine position as of Q3 2022 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 9 BlackLine shares in Q3 2022, an estimated $1K.
Moisand Fitzgerald Tamayo first reported a position in BlackLine in Q1 2022 and held it in 2 quarters.
Moisand Fitzgerald Tamayo's BlackLine position peaked at $1K in Q2 2022.
295 funds tracked by Wall St. Rank held BlackLine as of Q3 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2022, filed 26 Oct 2022.