TCWM
BL icon

Total Clarity Wealth Management’s BlackLine BL Stock Holding History

Total Clarity Wealth Management’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
2022
Q2 		– Sell
-4,270
Closed -$313K – 1017
2022
Q1 		$313K Hold
4,270
– – 0.17% 158
2021
Q4 		$442K Hold
4,270
– – 0.2% 111
2021
Q3 		$504K Hold
4,270
– – 0.24% 106
2021
Q2 		$475K Hold
4,270
– – 0.27% 106
2021
Q1 		$463K Hold
4,270
– – 0.27% 93
2020
Q4 		$570K Hold
4,270
– – 0.4% 74
2020
Q3 		$383K Buy
+4,270
New +$358K 0.33% 82

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Vanguard Group
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BlackRock
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return