Bridgeworth’s Blackstone BX Stock Holding History

Bridgeworth’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 Q1	–	Sell	-13,050	Closed	-$342K	–	144
2018 Q4	$342K	Sell	13,050 -400	-3%	-$13.2K	0.2%	71
2018 Q3	$445K	Hold	13,450	–	–	0.25%	67
2018 Q2	$432K	Buy	13,450 +500	+4%	+$15.9K	0.19%	77
2018 Q1	$408K	Buy	+12,950	New	+$442K	0.19%	82

Other funds holding BX

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bridgeworth's BX Position: Q1 2019 in Review

Bridgeworth sold out of Blackstone (BX) in Q1 2019, closing a stake of 13,050 shares — an estimated $342K sold.

Bridgeworth first reported a position in BX in Q1 2018 and held it in 4 quarters. The position peaked at $445K in Q3 2018. 731 funds tracked by Wall St. Rank hold BX as of Q1 2019.

Bridgeworth reported no remaining Blackstone position as of Q1 2019 after selling out during the quarter.
Bridgeworth sold 13,050 Blackstone shares in Q1 2019, an estimated $342K.
Bridgeworth first reported a position in Blackstone in Q1 2018 and held it in 4 quarters.
Bridgeworth's Blackstone position peaked at $445K in Q3 2018.
731 funds tracked by Wall St. Rank held Blackstone as of Q1 2019.

Based on Bridgeworth's 13F filing for Q1 2019, filed 24 Apr 2019.