YIA
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YHB Investment Advisors’s BlackLine BL Stock Holding History

YHB Investment 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
2021
Q4 		– Sell
-1,803
Closed -$213K – 312
2021
Q3 		$213K Hold
1,803
– – 0.02% 296
2021
Q2 		$201K Hold
1,803
– – 0.02% 299
2021
Q1 		$215K Sell
1,803
-28
-2% -$3.49K 0.02% 282
2020
Q4 		$244K Buy
+1,831
New +$204K 0.02% 257

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DDC
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RP
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Ameriprise
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IC
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FAM
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return