New Age Alpha Advisors’s BlackLine BL Stock Holding History

New Age Alpha Advisors’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
2025 Q1	–	Sell	-2,511	Closed	-$153K	–	917
2024 Q4	$153K	Buy	+2,511	New	+$150K	0.01%	700

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

HRCM

Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

New Age Alpha Advisors's BL Position: Q1 2025 in Review

New Age Alpha Advisors sold out of BlackLine (BL) in Q1 2025, closing a stake of 2,511 shares — an estimated $153K sold.

New Age Alpha Advisors first reported a position in BL in Q4 2024 and held it in 1 quarter. The position peaked at $153K in Q4 2024. 278 funds tracked by Wall St. Rank hold BL as of Q1 2025.

New Age Alpha Advisors reported no remaining BlackLine position as of Q1 2025 after selling out during the quarter.
New Age Alpha Advisors sold 2,511 BlackLine shares in Q1 2025, an estimated $153K.
New Age Alpha Advisors first reported a position in BlackLine in Q4 2024 and held it in 1 quarter.
New Age Alpha Advisors's BlackLine position peaked at $153K in Q4 2024.
278 funds tracked by Wall St. Rank held BlackLine as of Q1 2025.

Based on New Age Alpha Advisors's 13F filing for Q1 2025, filed 9 May 2025.