BCWM
BX icon

Blue Chip Wealth Management’s Blackstone BX Stock Holding History

Blue Chip 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
Q3 		$322K Sell
6,168
-879
-12% -$47K 0.25% 76
2020
Q2 		$399K Buy
+7,047
New +$371K 0.38% 64

Other funds holding BX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blue Chip Wealth Management's BX Position: Q3 2020 in Review

Blue Chip Wealth Management reduced its Blackstone (BX) stake by 12% in Q3 2020, selling an estimated $47K and leaving 6,168 shares worth $322K. The position accounts for 0.25% of the portfolio, ranked #76.

Blue Chip Wealth Management first reported a position in BX in Q2 2020 and has held it in 2 quarters since. The position peaked at $399K in Q2 2020. 1,024 funds tracked by Wall St. Rank hold BX as of Q3 2020.

  • Blue Chip Wealth Management held 6,168 shares of Blackstone worth $322K as of Q3 2020.
  • Blue Chip Wealth Management sold 879 Blackstone shares in Q3 2020, an estimated $47K.
  • Blackstone made up 0.25% of Blue Chip Wealth Management's portfolio in Q3 2020, its #76 holding.
  • Blue Chip Wealth Management first reported a position in Blackstone in Q2 2020 and has held it in 2 quarters since.
  • Blue Chip Wealth Management's Blackstone position peaked at $399K in Q2 2020.
  • 1,024 funds tracked by Wall St. Rank held Blackstone as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.