Naples Money Management’s BlackLine BL Stock Holding History

Naples Money 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	-19	Closed	-$1.19K	–	404
2023 Q4	$1.19K	Buy	+19	New	+$1.07K	﹤0.01%	365

Other funds holding BL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Naples Money Management's BL Position: Q1 2024 in Review

Naples Money Management sold out of BlackLine (BL) in Q1 2024, closing a stake of 19 shares — an estimated $1.19K sold.

Naples Money Management first reported a position in BL in Q4 2023 and held it in 1 quarter. The position peaked at $1.19K in Q4 2023. 304 funds tracked by Wall St. Rank hold BL as of Q1 2024.

Naples Money Management reported no remaining BlackLine position as of Q1 2024 after selling out during the quarter.
Naples Money Management sold 19 BlackLine shares in Q1 2024, an estimated $1.19K.
Naples Money Management first reported a position in BlackLine in Q4 2023 and held it in 1 quarter.
Naples Money Management's BlackLine position peaked at $1.19K in Q4 2023.
304 funds tracked by Wall St. Rank held BlackLine as of Q1 2024.

Based on Naples Money Management's 13F filing for Q1 2024, filed 30 Apr 2024.