VFA
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return