TFO Wealth Partners’s BlackLine BL Stock Holding History

TFO Wealth Partners’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
2024 Q1	–	Sell	-5	Closed	-$312	–	812
2023 Q4	$312	Hold	5	–	–	﹤0.01%	506
2023 Q3	$269	Buy	+5	New	+$274	﹤0.01%	696

Other funds holding BL

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

TFO Wealth Partners's BL Position: Q1 2024 in Review

TFO Wealth Partners sold out of BlackLine (BL) in Q1 2024, closing a stake of 5 shares — an estimated $312 sold.

TFO Wealth Partners first reported a position in BL in Q3 2023 and held it in 2 quarters. The position peaked at $312 in Q4 2023. 304 funds tracked by Wall St. Rank hold BL as of Q1 2024.

TFO Wealth Partners reported no remaining BlackLine position as of Q1 2024 after selling out during the quarter.
TFO Wealth Partners sold 5 BlackLine shares in Q1 2024, an estimated $312.
TFO Wealth Partners first reported a position in BlackLine in Q3 2023 and held it in 2 quarters.
TFO Wealth Partners's BlackLine position peaked at $312 in Q4 2023.
304 funds tracked by Wall St. Rank held BlackLine as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.