TWA
BL icon

TCI Wealth Advisors’s BlackLine BL Stock Holding History

TCI Wealth 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
2023
Q2 		– Sell
-125
Closed -$8.39K – 461
2023
Q1 		$8.39K Buy
+125
New +$8.62K ﹤0.01% 1194
2022
Q4 		– Sell
-117
Closed -$7K – 2507
2022
Q3 		$7K Buy
117
+5
+4% +$335 ﹤0.01% 1226
2022
Q2 		$7K Buy
+112
New +$7.67K ﹤0.01% 1214
2022
Q1 		– Sell
-119
Closed -$12K – 2232
2021
Q4 		$12K Hold
119
– – ﹤0.01% 1014
2021
Q3 		$14K Hold
119
– – ﹤0.01% 856
2021
Q2 		$13K Buy
+119
New +$13K ﹤0.01% 781

Other funds holding BL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return