BIA
BX icon

Barry Investment Advisors’s Blackstone BX Stock Holding History

Barry Investment Advisors’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
Q3 		– Sell
-6,051
Closed -$269K – 64
2019
Q2 		$269K Buy
6,051
+14
+0.2% +$558 0.09% 57
2019
Q1 		$211K Buy
+6,037
New +$201K 0.07% 68
2018
Q4 		– Sell
-6,026
Closed -$229K – 75
2018
Q3 		$229K Buy
+6,026
New +$218K 0.08% 67

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Barry Investment Advisors's BX Position: Q3 2019 in Review

Barry Investment Advisors sold out of Blackstone (BX) in Q3 2019, closing a stake of 6,051 shares — an estimated $269K sold.

Barry Investment Advisors first reported a position in BX in Q3 2018 and held it in 3 quarters. The position peaked at $269K in Q2 2019. 840 funds tracked by Wall St. Rank hold BX as of Q3 2019.

  • Barry Investment Advisors reported no remaining Blackstone position as of Q3 2019 after selling out during the quarter.
  • Barry Investment Advisors sold 6,051 Blackstone shares in Q3 2019, an estimated $269K.
  • Barry Investment Advisors first reported a position in Blackstone in Q3 2018 and held it in 3 quarters.
  • Barry Investment Advisors's Blackstone position peaked at $269K in Q2 2019.
  • 840 funds tracked by Wall St. Rank held Blackstone as of Q3 2019.

Based on Barry Investment Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.