Berman Capital Advisors’s Blackstone BX Stock Holding History

Berman Capital 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
2021 Q3	$1.66M	Buy	14,247 +1,019	+8%	+$118K	0.26%	48
2021 Q2	$1.28M	Sell	13,228 -2,581	-16%	-$229K	0.2%	60
2021 Q1	$1.18M	Sell	15,809 -1,675	-10%	-$116K	0.25%	55
2020 Q4	$1.13M	Buy	17,484 +623	+4%	+$36.3K	0.27%	53
2020 Q3	$880K	Buy	16,861 +1,773	+12%	+$94.9K	0.25%	51
2020 Q2	$853K	Buy	15,088 +897	+6%	+$47.2K	0.22%	54
2020 Q1	$646K	Buy	14,191 +169	+1%	+$9.35K	0.21%	56
2019 Q4	$783K	Buy	14,022 +144	+1%	+$7.47K	0.23%	50
2019 Q3	$677K	Buy	13,878 +146	+1%	+$7.12K	0.21%	55
2019 Q2	$610K	Buy	+13,732	New	+$548K	0.19%	57

Other funds holding BX

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Berman Capital Advisors's BX Position: Q3 2021 in Review

Berman Capital Advisors increased its Blackstone (BX) stake by 7.7% in Q3 2021, buying an estimated $118K and bringing the position to 14,247 shares worth $1.66M. The position accounts for 0.26% of the portfolio, ranked #48.

Berman Capital Advisors first reported a position in BX in Q2 2019 and has held it in 10 quarters since. 1,457 funds tracked by Wall St. Rank hold BX as of Q3 2021.

Berman Capital Advisors held 14,247 shares of Blackstone worth $1.66M as of Q3 2021.
Berman Capital Advisors bought 1,019 Blackstone shares in Q3 2021, an estimated $118K.
Blackstone made up 0.26% of Berman Capital Advisors's portfolio in Q3 2021, its #48 holding.
Berman Capital Advisors first reported a position in Blackstone in Q2 2019 and has held it in 10 quarters since.
1,457 funds tracked by Wall St. Rank held Blackstone as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.