Wealthcare Advisory Partners’s BlackLine BL Stock Holding History

Wealthcare Advisory Partners’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	-50	Closed	-$5K	–	695
2021 Q1	$5K	Buy	+50	New	+$6.24K	﹤0.01%	1629
2020 Q2	–	Sell	-50	Closed	-$3K	–	423
2020 Q1	$3K	Hold	50	–	–	﹤0.01%	1207
2019 Q4	$3K	Hold	50	–	–	﹤0.01%	1185
2019 Q3	$2K	Hold	50	–	–	﹤0.01%	1196
2019 Q2	$3K	Hold	50	–	–	﹤0.01%	1128
2019 Q1	$2K	Hold	50	–	–	﹤0.01%	1080
2018 Q4	$2K	Hold	50	–	–	﹤0.01%	1059
2018 Q3	$3K	Buy	+50	New	+$2.49K	﹤0.01%	1058

Other funds holding BL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

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 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

Wealthcare Advisory Partners's BL Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of BlackLine (BL) in Q2 2021, closing a stake of 50 shares — an estimated $5K sold.

Wealthcare Advisory Partners first reported a position in BL in Q3 2018 and held it in 8 quarters. The position peaked at $5K in Q1 2021. 337 funds tracked by Wall St. Rank hold BL as of Q2 2021.

Wealthcare Advisory Partners reported no remaining BlackLine position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 50 BlackLine shares in Q2 2021, an estimated $5K.
Wealthcare Advisory Partners first reported a position in BlackLine in Q3 2018 and held it in 8 quarters.
Wealthcare Advisory Partners's BlackLine position peaked at $5K in Q1 2021.
337 funds tracked by Wall St. Rank held BlackLine as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.