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Aevitas Wealth Management’s Blackstone BX Stock Holding History

Aevitas Wealth Management’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
2019
Q2 		– Sell
-1,878
Closed -$65K – 131
2019
Q1 		$65K Buy
1,878
+3
+0.2% +$100 0.06% 166
2018
Q4 		$56K Buy
1,875
+200
+12% +$6.61K 0.06% 173
2018
Q3 		$64K Hold
1,675
– – 0.06% 178
2018
Q2 		$54K Buy
+1,675
New +$53.3K 0.05% 186

Other funds holding BX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Aevitas Wealth Management's BX Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Blackstone (BX) in Q2 2019, closing a stake of 1,878 shares — an estimated $65K sold.

Aevitas Wealth Management first reported a position in BX in Q2 2018 and held it in 4 quarters. The position peaked at $65K in Q1 2019. 638 funds tracked by Wall St. Rank hold BX as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Blackstone position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 1,878 Blackstone shares in Q2 2019, an estimated $65K.
  • Aevitas Wealth Management first reported a position in Blackstone in Q2 2018 and held it in 4 quarters.
  • Aevitas Wealth Management's Blackstone position peaked at $65K in Q1 2019.
  • 638 funds tracked by Wall St. Rank held Blackstone as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.