Sowell Financial Services’s BlackLine BL Stock Holding History

Sowell 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
2021 Q2	–	Sell	-1,307	Closed	-$135K	–	788
2021 Q1	$135K	Buy	1,307 +408	+45%	+$50.9K	﹤0.01%	1239
2020 Q4	$120K	Buy	899 +15	+2%	+$1.67K	0.01%	1076
2020 Q3	$79K	Buy	884 +252	+40%	+$21.1K	﹤0.01%	1061
2020 Q2	$52K	Buy	632 +74	+13%	+$4.94K	﹤0.01%	1153
2020 Q1	$29K	Buy	558 +136	+32%	+$7.96K	﹤0.01%	1252
2019 Q4	$22K	Sell	422 -6	-1%	-$300	﹤0.01%	1396
2019 Q3	$20K	Buy	+428	New	+$21.3K	﹤0.01%	1272

Other funds holding BL

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

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Sowell Financial Services's BL Position: Q2 2021 in Review

Sowell Financial Services sold out of BlackLine (BL) in Q2 2021, closing a stake of 1,307 shares — an estimated $135K sold.

Sowell Financial Services first reported a position in BL in Q3 2019 and held it in 7 quarters. The position peaked at $135K in Q1 2021. 338 funds tracked by Wall St. Rank hold BL as of Q2 2021.

Sowell Financial Services reported no remaining BlackLine position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,307 BlackLine shares in Q2 2021, an estimated $135K.
Sowell Financial Services first reported a position in BlackLine in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's BlackLine position peaked at $135K in Q1 2021.
338 funds tracked by Wall St. Rank held BlackLine as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.