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Truvvo Partners’s BlackLine BL Stock Holding History

Truvvo 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
2018
Q2 		– Sell
-8,370
Closed -$328K – 55
2018
Q1 		$328K Buy
+8,370
New +$313K 0.12% 83

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SLG
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Vanguard Group
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DDC
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Truvvo Partners's BL Position: Q2 2018 in Review

Truvvo Partners sold out of BlackLine (BL) in Q2 2018, closing a stake of 8,370 shares — an estimated $328K sold.

Truvvo Partners first reported a position in BL in Q1 2018 and held it in 1 quarter. The position peaked at $328K in Q1 2018. 156 funds tracked by Wall St. Rank hold BL as of Q2 2018.

  • Truvvo Partners reported no remaining BlackLine position as of Q2 2018 after selling out during the quarter.
  • Truvvo Partners sold 8,370 BlackLine shares in Q2 2018, an estimated $328K.
  • Truvvo Partners first reported a position in BlackLine in Q1 2018 and held it in 1 quarter.
  • Truvvo Partners's BlackLine position peaked at $328K in Q1 2018.
  • 156 funds tracked by Wall St. Rank held BlackLine as of Q2 2018.

Based on Truvvo Partners's 13F filing for Q2 2018, filed 10 Aug 2018.