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Affinity Wealth Management’s Blackstone BX Stock Holding History

Affinity 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
2020
Q1 		– Sell
-25,809
Closed -$1.44M – 53
2019
Q4 		$1.44M Buy
25,809
+7,351
+40% +$381K 0.53% 34
2019
Q3 		$901K Buy
+18,458
New +$900K 0.36% 47

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

Affinity Wealth Management's BX Position: Q1 2020 in Review

Affinity Wealth Management sold out of Blackstone (BX) in Q1 2020, closing a stake of 25,809 shares — an estimated $1.44M sold.

Affinity Wealth Management first reported a position in BX in Q3 2019 and held it in 2 quarters. The position peaked at $1.44M in Q4 2019. 1,005 funds tracked by Wall St. Rank hold BX as of Q1 2020.

  • Affinity Wealth Management reported no remaining Blackstone position as of Q1 2020 after selling out during the quarter.
  • Affinity Wealth Management sold 25,809 Blackstone shares in Q1 2020, an estimated $1.44M.
  • Affinity Wealth Management first reported a position in Blackstone in Q3 2019 and held it in 2 quarters.
  • Affinity Wealth Management's Blackstone position peaked at $1.44M in Q4 2019.
  • 1,005 funds tracked by Wall St. Rank held Blackstone as of Q1 2020.

Based on Affinity Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.