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Ashburton (Jersey)’s Blackstone BX Stock Holding History

Ashburton (Jersey)’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
2021
Q1 		– Sell
-274
Closed -$18K – 64
2020
Q4 		$18K Hold
274
– – 0.01% 53
2020
Q3 		$16K Hold
274
– – 0.01% 49
2020
Q2 		$16K Sell
274
-1,666
-86% -$87.7K 0.01% 49
2020
Q1 		$88K Hold
1,940
– – 0.04% 37
2019
Q4 		$109K Sell
1,940
-74
-4% -$3.84K 0.04% 40
2019
Q3 		$98K Buy
+2,014
New +$98.2K 0.05% 43

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Ashburton (Jersey)'s BX Position: Q1 2021 in Review

Ashburton (Jersey) sold out of Blackstone (BX) in Q1 2021, closing a stake of 274 shares — an estimated $18K sold.

Ashburton (Jersey) first reported a position in BX in Q3 2019 and held it in 6 quarters. The position peaked at $109K in Q4 2019. 1,210 funds tracked by Wall St. Rank hold BX as of Q1 2021.

  • Ashburton (Jersey) reported no remaining Blackstone position as of Q1 2021 after selling out during the quarter.
  • Ashburton (Jersey) sold 274 Blackstone shares in Q1 2021, an estimated $18K.
  • Ashburton (Jersey) first reported a position in Blackstone in Q3 2019 and held it in 6 quarters.
  • Ashburton (Jersey)'s Blackstone position peaked at $109K in Q4 2019.
  • 1,210 funds tracked by Wall St. Rank held Blackstone as of Q1 2021.

Based on Ashburton (Jersey)'s 13F filing for Q1 2021, filed 26 May 2023.