PFWA
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Paces Ferry Wealth Advisors’s BlackLine BL Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-415
Closed -$37K – 238
2020
Q3 		$37K Buy
+415
New +$34.8K 0.03% 251

Other funds holding BL

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Paces Ferry Wealth Advisors's BL Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of BlackLine (BL) in Q4 2020, closing a stake of 415 shares — an estimated $37K sold.

Paces Ferry Wealth Advisors first reported a position in BL in Q3 2020 and held it in 1 quarter. The position peaked at $37K in Q3 2020. 353 funds tracked by Wall St. Rank hold BL as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining BlackLine position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 415 BlackLine shares in Q4 2020, an estimated $37K.
  • Paces Ferry Wealth Advisors first reported a position in BlackLine in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's BlackLine position peaked at $37K in Q3 2020.
  • 353 funds tracked by Wall St. Rank held BlackLine as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.