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Wealthspire Advisors (Maryland)’s Blackbaud BLKB Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio BLKB Stock Details BLKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-718
Closed -$57K – 657
2019
Q1 		$57K Buy
718
+352
+96% +$25.8K ﹤0.01% 846
2018
Q4 		$23K Buy
366
+65
+22% +$4.68K ﹤0.01% 1140
2018
Q3 		$31K Buy
301
+2
+0.7% +$209 ﹤0.01% 1130
2018
Q2 		$31K Buy
299
+6
+2% +$619 ﹤0.01% 1136
2018
Q1 		$30K Sell
293
-18
-6% -$1.79K ﹤0.01% 1159
2017
Q4 		$29K Sell
311
-48
-13% -$4.62K ﹤0.01% 1203
2017
Q3 		$32K Sell
359
-79
-18% -$6.82K ﹤0.01% 1125
2017
Q2 		$38K Sell
438
-70
-14% -$5.74K ﹤0.01% 1034
2017
Q1 		$39K Sell
508
-95
-16% -$6.74K 0.01% 866
2016
Q4 		$39K Sell
603
-152
-20% -$9.72K 0.01% 839
2016
Q3 		$50K Buy
755
+50
+7% +$3.38K 0.01% 772
2016
Q2 		$48K Buy
705
+68
+11% +$4.3K 0.01% 742
2016
Q1 		$40K Buy
637
+8
+1% +$468 0.01% 756
2015
Q4 		$41K Buy
+629
New +$39.3K 0.01% 770

Other funds holding BLKB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BLKB Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Blackbaud (BLKB) in Q2 2019, closing a stake of 718 shares — an estimated $57K sold.

Wealthspire Advisors (Maryland) first reported a position in BLKB in Q4 2015 and held it in 14 quarters. The position peaked at $57K in Q1 2019. 223 funds tracked by Wall St. Rank hold BLKB as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Blackbaud position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 718 Blackbaud shares in Q2 2019, an estimated $57K.
  • Wealthspire Advisors (Maryland) first reported a position in Blackbaud in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Blackbaud position peaked at $57K in Q1 2019.
  • 223 funds tracked by Wall St. Rank held Blackbaud as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.