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YorkBridge Wealth Partners’s BlackLine BL Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$303K Sell
4,511
-632
-12% -$39.2K 0.08% 189
2022
Q3 		$308K Buy
5,143
+993
+24% +$66.6K 0.08% 190
2022
Q2 		$276K Buy
4,150
+3
+0.1% +$205 0.07% 210
2022
Q1 		$304K Buy
4,147
+1,666
+67% +$135K 0.07% 237
2021
Q4 		$257K Buy
2,481
+627
+34% +$72.7K 0.06% 250
2021
Q3 		$219K Buy
+1,854
New +$213K 0.06% 247

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
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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

YorkBridge Wealth Partners's BL Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its BlackLine (BL) stake by 12% in Q4 2022, selling an estimated $39.2K and leaving 4,511 shares worth $303K. The position accounts for 0.08% of the portfolio, ranked #189.

YorkBridge Wealth Partners first reported a position in BL in Q3 2021 and has held it in 6 quarters since. The position peaked at $308K in Q3 2022. 300 funds tracked by Wall St. Rank hold BL as of Q4 2022.

  • YorkBridge Wealth Partners held 4,511 shares of BlackLine worth $303K as of Q4 2022.
  • YorkBridge Wealth Partners sold 632 BlackLine shares in Q4 2022, an estimated $39.2K.
  • BlackLine made up 0.08% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #189 holding.
  • YorkBridge Wealth Partners first reported a position in BlackLine in Q3 2021 and has held it in 6 quarters since.
  • YorkBridge Wealth Partners's BlackLine position peaked at $308K in Q3 2022.
  • 300 funds tracked by Wall St. Rank held BlackLine as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.