V Wealth Advisors’s BlackLine BL Stock Holding History

V Wealth Advisors’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
2021 Q4	–	Sell	-1,818	Closed	-$215K	–	470
2021 Q3	$215K	Sell	1,818 -819	-31%	-$94.1K	0.03%	429
2021 Q2	$294K	Buy	2,637 +669	+34%	+$73.1K	0.05%	369
2021 Q1	$213K	Sell	1,968 -150	-7%	-$18.7K	0.04%	395
2020 Q4	$282K	Buy	+2,118	New	+$236K	0.06%	310

Other funds holding BL

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

FAM

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

V Wealth Advisors's BL Position: Q4 2021 in Review

V Wealth Advisors sold out of BlackLine (BL) in Q4 2021, closing a stake of 1,818 shares — an estimated $215K sold.

V Wealth Advisors first reported a position in BL in Q4 2020 and held it in 4 quarters. The position peaked at $294K in Q2 2021. 365 funds tracked by Wall St. Rank hold BL as of Q4 2021.

V Wealth Advisors reported no remaining BlackLine position as of Q4 2021 after selling out during the quarter.
V Wealth Advisors sold 1,818 BlackLine shares in Q4 2021, an estimated $215K.
V Wealth Advisors first reported a position in BlackLine in Q4 2020 and held it in 4 quarters.
V Wealth Advisors's BlackLine position peaked at $294K in Q2 2021.
365 funds tracked by Wall St. Rank held BlackLine as of Q4 2021.

Based on V Wealth Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.