WBC
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West Branch Capital’s BlackLine BL Stock Holding History

West Branch Capital’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
-42
Closed -$4K – 431
2021
Q4 		$4K Hold
42
– – ﹤0.01% 394
2021
Q3 		$5K Hold
42
– – ﹤0.01% 356
2021
Q2 		$5K Buy
+42
New +$4.59K ﹤0.01% 373

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

West Branch Capital's BL Position: Q1 2022 in Review

West Branch Capital sold out of BlackLine (BL) in Q1 2022, closing a stake of 42 shares — an estimated $4K sold.

West Branch Capital first reported a position in BL in Q2 2021 and held it in 3 quarters. The position peaked at $5K in Q3 2021. 329 funds tracked by Wall St. Rank hold BL as of Q1 2022.

  • West Branch Capital reported no remaining BlackLine position as of Q1 2022 after selling out during the quarter.
  • West Branch Capital sold 42 BlackLine shares in Q1 2022, an estimated $4K.
  • West Branch Capital first reported a position in BlackLine in Q2 2021 and held it in 3 quarters.
  • West Branch Capital's BlackLine position peaked at $5K in Q3 2021.
  • 329 funds tracked by Wall St. Rank held BlackLine as of Q1 2022.

Based on West Branch Capital's 13F filing for Q1 2022, filed 3 May 2022.