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NewEdge Advisors’s BlackLine BL Stock Holding History

NewEdge 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
Q3 		– Sell
-24
Closed -$1.36K – 4111
2025
Q2 		$1.36K Hold
24
– – ﹤0.01% 3682
2025
Q1 		$1.16K Sell
24
-15
-38% -$821 ﹤0.01% 3602
2024
Q4 		$2.37K Hold
39
– – ﹤0.01% 3415
2024
Q3 		$2.15K Sell
39
-1,040
-96% -$51.2K ﹤0.01% 3371
2024
Q2 		$52.3K Buy
1,079
+101
+10% +$5.55K ﹤0.01% 2325
2024
Q1 		$63.2K Buy
978
+847
+647% +$51.4K ﹤0.01% 2232
2023
Q4 		$8.18K Buy
+131
New +$7.41K ﹤0.01% 2940
2023
Q3 		– Sell
-795
Closed -$42.8K – 3483
2023
Q2 		$42.8K Buy
795
+254
+47% +$14.1K ﹤0.01% 2134
2023
Q1 		$36.3K Sell
541
-1,048
-66% -$72.2K ﹤0.01% 2128
2022
Q4 		$69.5K Buy
+1,589
New +$98.6K ﹤0.01% 1590

Other funds holding BL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return