Rise Advisors’s BlackLine BL Stock Holding History

Rise 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
2025 Q4	–	Sell	-381	Closed	-$20.2K	–	270
2025 Q3	$20.2K	Hold	381	–	–	0.01%	568
2025 Q2	$21.6K	Hold	381	–	–	0.01%	486
2025 Q1	$18.4K	Buy	381 +59	+18%	+$3.23K	0.01%	548
2024 Q4	$19.6K	Sell	322 -87	-21%	-$5.19K	0.01%	675
2024 Q3	$22.6K	Hold	409	–	–	0.01%	613
2024 Q2	$19.8K	Hold	409	–	–	0.01%	644
2024 Q1	$26.4K	Hold	409	–	–	0.01%	456
2023 Q4	$25.5K	Hold	409	–	–	0.02%	226
2023 Q3	$22.7K	Buy	409 +299	+272%	+$16.4K	0.02%	220
2023 Q2	$5.92K	Hold	110	–	–	﹤0.01%	404
2023 Q1	$7.39K	Hold	110	–	–	0.01%	405
2022 Q4	$7.4K	Hold	110	–	–	0.01%	396
2022 Q3	$7K	Hold	110	–	–	0.01%	382
2022 Q2	$7K	Hold	110	–	–	0.01%	388
2022 Q1	$8K	Hold	110	–	–	0.01%	356
2021 Q4	$11.4K	Buy	+110	New	+$12.8K	0.01%	311

Other funds holding BL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return

First Manhattan

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return