WAM
BL icon

Wealthspire Advisors (Maryland)’s BlackLine BL Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-803
Closed -$37K – 654
2019
Q1 		$37K Sell
803
-353
-31% -$16.6K ﹤0.01% 1015
2018
Q4 		$47K Buy
1,156
+488
+73% +$20.7K ﹤0.01% 877
2018
Q3 		$38K Buy
668
+3
+0.5% +$149 ﹤0.01% 1062
2018
Q2 		$29K Buy
665
+161
+32% +$6.8K ﹤0.01% 1166
2018
Q1 		$20K Buy
504
+254
+102% +$9.49K ﹤0.01% 1294
2017
Q4 		$8K Buy
250
+110
+79% +$3.85K ﹤0.01% 1660
2017
Q3 		$5K Buy
140
+80
+133% +$2.71K ﹤0.01% 1784
2017
Q2 		$2K Buy
+60
New +$1.99K ﹤0.01% 1964

Other funds holding BL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return