SSWG
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Seven Springs Wealth Group’s BlackLine BL Stock Holding History

Seven Springs Wealth Group’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
2021
Q1 		– Sell
-5
Closed -$1K – 148
2020
Q4 		$1K Buy
+5
New +$558 ﹤0.01% 187

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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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Seven Springs Wealth Group's BL Position: Q1 2021 in Review

Seven Springs Wealth Group sold out of BlackLine (BL) in Q1 2021, closing a stake of 5 shares — an estimated $1K sold.

Seven Springs Wealth Group first reported a position in BL in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 354 funds tracked by Wall St. Rank hold BL as of Q1 2021.

  • Seven Springs Wealth Group reported no remaining BlackLine position as of Q1 2021 after selling out during the quarter.
  • Seven Springs Wealth Group sold 5 BlackLine shares in Q1 2021, an estimated $1K.
  • Seven Springs Wealth Group first reported a position in BlackLine in Q4 2020 and held it in 1 quarter.
  • Seven Springs Wealth Group's BlackLine position peaked at $1K in Q4 2020.
  • 354 funds tracked by Wall St. Rank held BlackLine as of Q1 2021.

Based on Seven Springs Wealth Group's 13F filing for Q1 2021, filed 7 May 2021.