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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

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

YHB Investment Advisors's BL Position: Q4 2021 in Review

YHB Investment Advisors sold out of BlackLine (BL) in Q4 2021, closing a stake of 1,803 shares — an estimated $213K sold.

YHB Investment Advisors first reported a position in BL in Q4 2020 and held it in 4 quarters. The position peaked at $244K in Q4 2020. 365 funds tracked by Wall St. Rank hold BL as of Q4 2021.

  • YHB Investment Advisors reported no remaining BlackLine position as of Q4 2021 after selling out during the quarter.
  • YHB Investment Advisors sold 1,803 BlackLine shares in Q4 2021, an estimated $213K.
  • YHB Investment Advisors first reported a position in BlackLine in Q4 2020 and held it in 4 quarters.
  • YHB Investment Advisors's BlackLine position peaked at $244K in Q4 2020.
  • 365 funds tracked by Wall St. Rank held BlackLine as of Q4 2021.

Based on YHB Investment Advisors's 13F filing for Q4 2021, filed 18 Jan 2022.