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

CCG

Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 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

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

DDC

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCI Wealth Advisors's BL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of BlackLine (BL) in Q2 2023, closing a stake of 125 shares — an estimated $8.39K sold.

TCI Wealth Advisors first reported a position in BL in Q2 2021 and held it in 6 quarters. The position peaked at $14K in Q3 2021. 293 funds tracked by Wall St. Rank hold BL as of Q2 2023.

TCI Wealth Advisors reported no remaining BlackLine position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 125 BlackLine shares in Q2 2023, an estimated $8.39K.
TCI Wealth Advisors first reported a position in BlackLine in Q2 2021 and held it in 6 quarters.
TCI Wealth Advisors's BlackLine position peaked at $14K in Q3 2021.
293 funds tracked by Wall St. Rank held BlackLine as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.