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Regal Investment Advisors’s Blackbaud BLKB Stock Holding History

Regal Investment Advisors’s Portfolio BLKB Stock Details BLKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-16,052
Closed -$1.13M – 539
2021
Q3 		$1.13M Buy
16,052
+5,314
+49% +$374K 0.11% 202
2021
Q2 		$822K Buy
+10,738
New +$774K 0.08% 253
2021
Q1 		– Sell
-18,847
Closed -$1.08M – 65
2020
Q4 		$1.08M Buy
+18,847
New +$1.05M 0.12% 167
2020
Q1 		– Sell
-23,474
Closed -$1.87M – 53
2019
Q4 		$1.87M Sell
23,474
-516
-2% -$43.2K 0.34% 98
2019
Q3 		$2.17M Sell
23,990
-1,265
-5% -$113K 0.42% 75
2019
Q2 		$2.11M Sell
25,255
-10
-0% -$793 0.41% 76
2019
Q1 		$2.01M Buy
25,265
+916
+4% +$67.2K 0.41% 82
2018
Q4 		$1.53M Buy
+24,349
New +$1.75M 0.34% 93
2013
Q4 		– Sell
-200
Closed -$8K – 832
2013
Q3 		$8K Hold
200
– – ﹤0.01% 633
2013
Q2 		$7K Buy
+200
New +$6.07K ﹤0.01% 646

Other funds holding BLKB

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return