WMA
BL icon

Wealth Management Associates’s BlackLine BL Stock Holding History

Wealth Management Associates’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
2022
Q1 		– Sell
-2,138
Closed -$221K – 190
2021
Q4 		$221K Sell
2,138
-135
-6% -$15.7K 0.12% 180
2021
Q3 		$268K Sell
2,273
-173
-7% -$19.9K 0.16% 149
2021
Q2 		$272K Sell
2,446
-75
-3% -$8.19K 0.15% 154
2021
Q1 		$273K Sell
2,521
-527
-17% -$65.7K 0.17% 139
2020
Q4 		$407K Buy
3,048
+20
+0.7% +$2.23K 0.27% 93
2020
Q3 		$271K Buy
+3,028
New +$254K 0.21% 121

Other funds holding BL

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
Kayne Anderson Rudnick Investment Management
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Wealth Management Associates's BL Position: Q1 2022 in Review

Wealth Management Associates sold out of BlackLine (BL) in Q1 2022, closing a stake of 2,138 shares — an estimated $221K sold.

Wealth Management Associates first reported a position in BL in Q3 2020 and held it in 6 quarters. The position peaked at $407K in Q4 2020. 329 funds tracked by Wall St. Rank hold BL as of Q1 2022.

  • Wealth Management Associates reported no remaining BlackLine position as of Q1 2022 after selling out during the quarter.
  • Wealth Management Associates sold 2,138 BlackLine shares in Q1 2022, an estimated $221K.
  • Wealth Management Associates first reported a position in BlackLine in Q3 2020 and held it in 6 quarters.
  • Wealth Management Associates's BlackLine position peaked at $407K in Q4 2020.
  • 329 funds tracked by Wall St. Rank held BlackLine as of Q1 2022.

Based on Wealth Management Associates's 13F filing for Q1 2022, filed 28 May 2025.