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180 Wealth Advisors’s Blackstone BX Stock Holding History

180 Wealth Advisors’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,194
Closed -$302K – 230
2019
Q4 		$302K Sell
5,194
-245
-5% -$12.7K 0.12% 199
2019
Q3 		$256K Buy
+5,439
New +$265K 0.11% 209

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

180 Wealth Advisors's BX Position: Q1 2020 in Review

180 Wealth Advisors sold out of Blackstone (BX) in Q1 2020, closing a stake of 5,194 shares — an estimated $302K sold.

180 Wealth Advisors first reported a position in BX in Q3 2019 and held it in 2 quarters. The position peaked at $302K in Q4 2019. 1,005 funds tracked by Wall St. Rank hold BX as of Q1 2020.

  • 180 Wealth Advisors reported no remaining Blackstone position as of Q1 2020 after selling out during the quarter.
  • 180 Wealth Advisors sold 5,194 Blackstone shares in Q1 2020, an estimated $302K.
  • 180 Wealth Advisors first reported a position in Blackstone in Q3 2019 and held it in 2 quarters.
  • 180 Wealth Advisors's Blackstone position peaked at $302K in Q4 2019.
  • 1,005 funds tracked by Wall St. Rank held Blackstone as of Q1 2020.

Based on 180 Wealth Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.