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

Other funds holding BL

CCG

Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return

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

DDC

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

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

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Total Clarity Wealth Management's BL Position: Q2 2022 in Review

Total Clarity Wealth Management sold out of BlackLine (BL) in Q2 2022, closing a stake of 4,270 shares — an estimated $313K sold.

Total Clarity Wealth Management first reported a position in BL in Q3 2020 and held it in 7 quarters. The position peaked at $570K in Q4 2020. 305 funds tracked by Wall St. Rank hold BL as of Q2 2022.

Total Clarity Wealth Management reported no remaining BlackLine position as of Q2 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 4,270 BlackLine shares in Q2 2022, an estimated $313K.
Total Clarity Wealth Management first reported a position in BlackLine in Q3 2020 and held it in 7 quarters.
Total Clarity Wealth Management's BlackLine position peaked at $570K in Q4 2020.
305 funds tracked by Wall St. Rank held BlackLine as of Q2 2022.

Based on Total Clarity Wealth Management's 13F filing for Q2 2022, filed 29 Jul 2022.