Advisor Partners’s Blackstone BX Stock Holding History

Advisor Partners’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
2022 Q2	$466K	Sell	5,105 -257	-5%	-$27.8K	0.03%	505
2022 Q1	$681K	Sell	5,362 -277	-5%	-$33.8K	0.04%	421
2021 Q4	$730K	Sell	5,639 -22	-0.4%	-$2.93K	0.04%	404
2021 Q3	$659K	Hold	5,661	–	–	0.04%	404
2021 Q2	$550K	Hold	5,661	–	–	0.04%	470
2021 Q1	$422K	Sell	5,661 -610	-10%	-$42.1K	0.03%	523
2020 Q4	$406K	Sell	6,271 -351	-5%	-$20.4K	0.03%	510
2020 Q3	$346K	Buy	6,622 +167	+3%	+$8.94K	0.03%	489
2020 Q2	$366K	Sell	6,455 -1,846	-22%	-$97.2K	0.03%	454
2020 Q1	$378K	Buy	8,301 +4,737	+133%	+$262K	0.05%	376
2019 Q4	$208K	Buy	+3,564	New	+$185K	0.02%	592

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Advisor Partners's BX Position: Q2 2022 in Review

Advisor Partners reduced its Blackstone (BX) stake by 4.8% in Q2 2022, selling an estimated $27.8K and leaving 5,105 shares worth $466K. The position accounts for 0.03% of the portfolio, ranked #505.

Advisor Partners first reported a position in BX in Q4 2019 and has held it in 11 quarters since. The position peaked at $730K in Q4 2021. 1,594 funds tracked by Wall St. Rank hold BX as of Q2 2022.

Advisor Partners held 5,105 shares of Blackstone worth $466K as of Q2 2022.
Advisor Partners sold 257 Blackstone shares in Q2 2022, an estimated $27.8K.
Blackstone made up 0.03% of Advisor Partners's portfolio in Q2 2022, its #505 holding.
Advisor Partners first reported a position in Blackstone in Q4 2019 and has held it in 11 quarters since.
Advisor Partners's Blackstone position peaked at $730K in Q4 2021.
1,594 funds tracked by Wall St. Rank held Blackstone as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.