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Blackline shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of Blackline (BL) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in Blackline

Tip: Access up to 7 years of quarterly data

All positions including Blackline held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackline by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $156k 2.8k 55.14
2024-03-31 $319k 4.9k 64.58
2023-12-31 $342k 5.5k 62.44
2022-12-31 $410k 6.1k 67.27
2022-09-30 $387k 6.5k 59.92

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Ishares S&p 500 Growth Etf Etf (IVW)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Microsoft Corp Stock (MSFT)
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Ishares Msci Eafe Growth Etf Etf (EFG)
Apple Stock (AAPL)
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Amazon Stock (AMZN)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Exxon Mobil Corp Stock (XOM)
Chevron Corp Stock (CVX)

View all positions for Icon Wealth Advisors

Top funds holding Blackline

BlackRock
BlackRock
Vanguard Group
Clearlake Capital Group
ICONIQ Capital
State Street Corporation
Conestoga Capital Advisors
Hawk Ridge Management
Jpmorgan Chase & Co
Geode Capital Management
Riverbrige Partners
Brown Advisory Holdings Incorporated
Geneva Capital Management
Bank of America Corporation
Dimensional Fund Advisors

View all funds holding Blackline