WFA
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Wipfli Financial Advisors’s BlackLine BL Stock Holding History

Wipfli Financial Advisors’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
Q3 		$5K Buy
+78
New +$5.23K ﹤0.01% 2064

Other funds holding BL

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wipfli Financial Advisors's BL Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in BlackLine (BL) in Q3 2022: 78 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #2064 among its holdings.

295 funds tracked by Wall St. Rank hold BL as of Q3 2022.

  • Wipfli Financial Advisors held 78 shares of BlackLine worth $5K as of Q3 2022.
  • BlackLine was a new Wipfli Financial Advisors position in Q3 2022.
  • BlackLine made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2064 holding.
  • 295 funds tracked by Wall St. Rank held BlackLine as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.