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OneDigital Investment Advisors’s BlackLine BL Stock Holding History

OneDigital Investment 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
2024
Q1 		– Sell
-4,503
Closed -$281K – 1096
2023
Q4 		$281K Buy
+4,503
New +$255K ﹤0.01% 936
2023
Q2 		– Sell
-3,191
Closed -$214K – 1015
2023
Q1 		$214K Hold
3,191
– – 0.01% 892
2022
Q4 		$215K Buy
+3,191
New +$198K 0.01% 756
2022
Q3 		– Sell
-3,383
Closed -$225K – 761
2022
Q2 		$225K Buy
+3,383
New +$232K 0.01% 623

Other funds holding BL

BlackRock
BlackRock New York $5.72T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

OneDigital Investment Advisors's BL Position: Q1 2024 in Review

OneDigital Investment Advisors sold out of BlackLine (BL) in Q1 2024, closing a stake of 4,503 shares — an estimated $281K sold.

OneDigital Investment Advisors first reported a position in BL in Q2 2022 and held it in 4 quarters. The position peaked at $281K in Q4 2023. 304 funds tracked by Wall St. Rank hold BL as of Q1 2024.

  • OneDigital Investment Advisors reported no remaining BlackLine position as of Q1 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 4,503 BlackLine shares in Q1 2024, an estimated $281K.
  • OneDigital Investment Advisors first reported a position in BlackLine in Q2 2022 and held it in 4 quarters.
  • OneDigital Investment Advisors's BlackLine position peaked at $281K in Q4 2023.
  • 304 funds tracked by Wall St. Rank held BlackLine as of Q1 2024.

Based on OneDigital Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.