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Perfromance Wealth Partners’s BlackLine BL Stock Holding History

Perfromance Wealth Partners’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
2023
Q2 		– Sell
-3,295
Closed -$221K – 186
2023
Q1 		$221K Buy
+3,295
New +$227K 0.01% 164

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DDC
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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Perfromance Wealth Partners's BL Position: Q2 2023 in Review

Perfromance Wealth Partners sold out of BlackLine (BL) in Q2 2023, closing a stake of 3,295 shares — an estimated $221K sold.

Perfromance Wealth Partners first reported a position in BL in Q1 2023 and held it in 1 quarter. The position peaked at $221K in Q1 2023. 292 funds tracked by Wall St. Rank hold BL as of Q2 2023.

  • Perfromance Wealth Partners reported no remaining BlackLine position as of Q2 2023 after selling out during the quarter.
  • Perfromance Wealth Partners sold 3,295 BlackLine shares in Q2 2023, an estimated $221K.
  • Perfromance Wealth Partners first reported a position in BlackLine in Q1 2023 and held it in 1 quarter.
  • Perfromance Wealth Partners's BlackLine position peaked at $221K in Q1 2023.
  • 292 funds tracked by Wall St. Rank held BlackLine as of Q2 2023.

Based on Perfromance Wealth Partners's 13F filing for Q2 2023, filed 13 Jul 2023.