Selective Wealth Management’s BlackLine BL Stock Holding History

Selective Wealth Management’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
2022 Q2	–	Sell	-24	Closed	-$2K	–	758
2022 Q1	$2K	Hold	24	–	–	﹤0.01%	653
2021 Q4	$2K	Hold	24	–	–	﹤0.01%	600
2021 Q3	$3K	Hold	24	–	–	﹤0.01%	516
2021 Q2	$3K	Buy	+24	New	+$2.62K	﹤0.01%	433

Other funds holding BL

CCG

Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Selective Wealth Management's BL Position: Q2 2022 in Review

Selective Wealth Management sold out of BlackLine (BL) in Q2 2022, closing a stake of 24 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in BL in Q2 2021 and held it in 4 quarters. The position peaked at $3K in Q3 2021. 305 funds tracked by Wall St. Rank hold BL as of Q2 2022.

Selective Wealth Management reported no remaining BlackLine position as of Q2 2022 after selling out during the quarter.
Selective Wealth Management sold 24 BlackLine shares in Q2 2022, an estimated $2K.
Selective Wealth Management first reported a position in BlackLine in Q2 2021 and held it in 4 quarters.
Selective Wealth Management's BlackLine position peaked at $3K in Q3 2021.
305 funds tracked by Wall St. Rank held BlackLine as of Q2 2022.

Based on Selective Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.