Bedel Financial Consulting’s Blackstone BX Stock Holding History

Bedel Financial Consulting’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 Q4	–	Sell	-800	Closed	-$42K	–	838
2020 Q3	$42K	Hold	800	–	–	0.02%	326
2020 Q2	$45K	Hold	800	–	–	0.02%	287
2020 Q1	$36K	Hold	800	–	–	0.02%	305
2019 Q4	$45K	Hold	800	–	–	0.03%	304
2019 Q3	$39K	Hold	800	–	–	0.02%	306
2019 Q2	$36K	Hold	800	–	–	0.02%	321
2019 Q1	$28K	Hold	800	–	–	0.02%	349
2018 Q4	$24K	Hold	800	–	–	0.02%	342
2018 Q3	$28K	Hold	800	–	–	0.02%	344
2018 Q2	$26K	Hold	800	–	–	0.02%	342
2018 Q1	$26K	Buy	+800	New	+$27.3K	0.02%	345

Other funds holding BX

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bedel Financial Consulting's BX Position: Q4 2020 in Review

Bedel Financial Consulting sold out of Blackstone (BX) in Q4 2020, closing a stake of 800 shares — an estimated $42K sold.

Bedel Financial Consulting first reported a position in BX in Q1 2018 and held it in 11 quarters. The position peaked at $45K in Q2 2020. 1,151 funds tracked by Wall St. Rank hold BX as of Q4 2020.

Bedel Financial Consulting reported no remaining Blackstone position as of Q4 2020 after selling out during the quarter.
Bedel Financial Consulting sold 800 Blackstone shares in Q4 2020, an estimated $42K.
Bedel Financial Consulting first reported a position in Blackstone in Q1 2018 and held it in 11 quarters.
Bedel Financial Consulting's Blackstone position peaked at $45K in Q2 2020.
1,151 funds tracked by Wall St. Rank held Blackstone as of Q4 2020.

Based on Bedel Financial Consulting's 13F filing for Q4 2020, filed 2 Feb 2021.