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Turtle Creek Wealth Advisors’s Blackbaud BLKB Stock Holding History

Turtle Creek 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
2024
Q1 		– Sell
-68
Closed -$5.9K – 277
2023
Q4 		$5.9K Buy
+68
New +$5.14K ﹤0.01% 622

Other funds holding BLKB

CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Turtle Creek Wealth Advisors's BLKB Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Blackbaud (BLKB) in Q1 2024, closing a stake of 68 shares — an estimated $5.9K sold.

Turtle Creek Wealth Advisors first reported a position in BLKB in Q4 2023 and held it in 1 quarter. The position peaked at $5.9K in Q4 2023. 272 funds tracked by Wall St. Rank hold BLKB as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Blackbaud position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 68 Blackbaud shares in Q1 2024, an estimated $5.9K.
  • Turtle Creek Wealth Advisors first reported a position in Blackbaud in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Blackbaud position peaked at $5.9K in Q4 2023.
  • 272 funds tracked by Wall St. Rank held Blackbaud as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.