Valeo Financial Advisors’s BlackLine BL Stock Holding History

Valeo Financial 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 Q2	–	Sell	-58	Closed	-$6K	–	673
2021 Q1	$6K	Sell	58 -54	-48%	-$6.74K	﹤0.01%	1496
2020 Q4	$15K	Hold	112	–	–	﹤0.01%	1098
2020 Q3	$10K	Sell	112 -28	-20%	-$2.35K	﹤0.01%	1074
2020 Q2	$12K	Hold	140	–	–	﹤0.01%	1220
2020 Q1	$8K	Hold	140	–	–	﹤0.01%	1159
2019 Q4	$7K	Hold	140	–	–	﹤0.01%	1188
2019 Q3	$7K	Buy	140 +4	+3%	+$199	﹤0.01%	1106
2019 Q2	$7K	Hold	136	–	–	﹤0.01%	1109
2019 Q1	$6K	Buy	136 +28	+26%	+$1.32K	﹤0.01%	1084
2018 Q4	$4K	Buy	108 +38	+54%	+$1.61K	﹤0.01%	1124
2018 Q3	$3K	Buy	+70	New	+$3.49K	﹤0.01%	1325

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

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

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 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

FAM

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Valeo Financial Advisors's BL Position: Q2 2021 in Review

Valeo Financial Advisors sold out of BlackLine (BL) in Q2 2021, closing a stake of 58 shares — an estimated $6K sold.

Valeo Financial Advisors first reported a position in BL in Q3 2018 and held it in 11 quarters. The position peaked at $15K in Q4 2020. 338 funds tracked by Wall St. Rank hold BL as of Q2 2021.

Valeo Financial Advisors reported no remaining BlackLine position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 58 BlackLine shares in Q2 2021, an estimated $6K.
Valeo Financial Advisors first reported a position in BlackLine in Q3 2018 and held it in 11 quarters.
Valeo Financial Advisors's BlackLine position peaked at $15K in Q4 2020.
338 funds tracked by Wall St. Rank held BlackLine as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.