TRUE Private Wealth Advisors’s Blackbaud BLKB Stock Holding History

TRUE Private Wealth Advisors’s Portfolio BLKB Stock Details BLKB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-20	Closed	-$1K	–	275
2019 Q2	$1K	Buy	+20	New	+$1.59K	﹤0.01%	747
2018 Q4	–	Sell	-129	Closed	-$13.1K	–	311
2018 Q3	$13.1K	Buy	+129	New	+$13.5K	﹤0.01%	695

Other funds holding BLKB

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

CIP

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FAM

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

TRUE Private Wealth Advisors's BLKB Position: Q3 2019 in Review

TRUE Private Wealth Advisors sold out of Blackbaud (BLKB) in Q3 2019, closing a stake of 20 shares — an estimated $1K sold.

TRUE Private Wealth Advisors first reported a position in BLKB in Q3 2018 and held it in 2 quarters. The position peaked at $13.1K in Q3 2018. 240 funds tracked by Wall St. Rank hold BLKB as of Q3 2019.

TRUE Private Wealth Advisors reported no remaining Blackbaud position as of Q3 2019 after selling out during the quarter.
TRUE Private Wealth Advisors sold 20 Blackbaud shares in Q3 2019, an estimated $1K.
TRUE Private Wealth Advisors first reported a position in Blackbaud in Q3 2018 and held it in 2 quarters.
TRUE Private Wealth Advisors's Blackbaud position peaked at $13.1K in Q3 2018.
240 funds tracked by Wall St. Rank held Blackbaud as of Q3 2019.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2019, filed 9 Oct 2019.