PFS
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Prospera Financial Services’s BlackLine BL Stock Holding History

Prospera Financial Services’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
-82
Closed -$7K – 776
2020
Q3 		$7K Buy
+82
New +$6.88K ﹤0.01% 1193

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

Prospera Financial Services's BL Position: Q4 2020 in Review

Prospera Financial Services sold out of BlackLine (BL) in Q4 2020, closing a stake of 82 shares — an estimated $7K sold.

Prospera Financial Services first reported a position in BL in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 353 funds tracked by Wall St. Rank hold BL as of Q4 2020.

  • Prospera Financial Services reported no remaining BlackLine position as of Q4 2020 after selling out during the quarter.
  • Prospera Financial Services sold 82 BlackLine shares in Q4 2020, an estimated $7K.
  • Prospera Financial Services first reported a position in BlackLine in Q3 2020 and held it in 1 quarter.
  • Prospera Financial Services's BlackLine position peaked at $7K in Q3 2020.
  • 353 funds tracked by Wall St. Rank held BlackLine as of Q4 2020.

Based on Prospera Financial Services's 13F filing for Q4 2020, filed 12 Feb 2021.