Advocacy Wealth Management Services’s Blackstone BX Stock Holding History

Advocacy Wealth Management Services’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	–	Sell	-42	Closed	-$5K	–	142
2022 Q1	$5K	Buy	+42	New	+$5.12K	﹤0.01%	116
2020 Q1	–	Sell	-700	Closed	-$39K	–	118
2019 Q4	$39K	Hold	700	–	–	0.01%	57
2019 Q3	$34K	Hold	700	–	–	0.02%	57
2019 Q2	$31K	Hold	700	–	–	0.02%	58
2019 Q1	$25K	Sell	700 -300	-30%	-$10K	0.03%	71
2018 Q4	$30K	Hold	1,000	–	–	0.02%	55
2018 Q3	$38K	Hold	1,000	–	–	0.02%	50
2018 Q2	$32K	Hold	1,000	–	–	0.02%	57
2018 Q1	$32K	Hold	1,000	–	–	0.02%	59
2017 Q4	$32K	Hold	1,000	–	–	0.02%	72
2017 Q3	$33K	Hold	1,000	–	–	0.01%	89
2017 Q2	$33K	Sell	1,000 -175	-15%	-$5.49K	0.01%	98
2017 Q1	$35K	Sell	1,175 -300	-20%	-$9.02K	0.01%	97
2016 Q4	$40K	Hold	1,475	–	–	0.01%	86
2016 Q3	$38K	Sell	1,475 -18,081	-92%	-$477K	0.01%	136
2016 Q2	$480K	Sell	19,556 -3,431	-15%	-$91.3K	0.24%	37
2016 Q1	$645K	Sell	22,987 -10,664	-32%	-$282K	0.45%	36
2015 Q4	$988K	Buy	+33,651	New	+$1.07M	1.12%	21

Other funds holding BX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Advocacy Wealth Management Services's BX Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of Blackstone (BX) in Q2 2022, closing a stake of 42 shares — an estimated $5K sold.

Advocacy Wealth Management Services first reported a position in BX in Q4 2015 and held it in 18 quarters. The position peaked at $988K in Q4 2015. 1,594 funds tracked by Wall St. Rank hold BX as of Q2 2022.

Advocacy Wealth Management Services reported no remaining Blackstone position as of Q2 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 42 Blackstone shares in Q2 2022, an estimated $5K.
Advocacy Wealth Management Services first reported a position in Blackstone in Q4 2015 and held it in 18 quarters.
Advocacy Wealth Management Services's Blackstone position peaked at $988K in Q4 2015.
1,594 funds tracked by Wall St. Rank held Blackstone as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.