Burt Wealth Advisors’s Blackstone BX Stock Holding History

Burt Wealth 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 Q1	–	Sell	-530	Closed	-$34K	–	129
2020 Q4	$34K	Hold	530	–	–	0.01%	206
2020 Q3	$28K	Hold	530	–	–	0.01%	218
2020 Q2	$30K	Hold	530	–	–	0.01%	209
2020 Q1	$24K	Hold	530	–	–	0.01%	212
2019 Q4	$30K	Hold	530	–	–	0.01%	207
2019 Q3	$26K	Buy	+530	New	+$25.8K	0.01%	214
2019 Q2	–	Sell	-1,130	Closed	-$40K	–	344
2019 Q1	$40K	Hold	1,130	–	–	0.02%	186
2018 Q4	$34K	Hold	1,130	–	–	0.02%	194
2018 Q3	$43K	Hold	1,130	–	–	0.02%	191
2018 Q2	$36K	Hold	1,130	–	–	0.02%	198
2018 Q1	$36K	Buy	+1,130	New	+$38.5K	0.02%	206
2016 Q2	–	Sell	-2,687	Closed	-$75K	–	435
2016 Q1	$75K	Buy	2,687 +2,554	+1,920%	+$67.5K	0.07%	133
2015 Q4	$3K	Hold	133	–	–	﹤0.01%	425
2015 Q3	$4K	Buy	133 +2	+2%	+$72	0.01%	315
2015 Q2	$5K	Buy	131 +3	+2%	+$123	0.01%	313
2015 Q1	$5K	Buy	128 +3	+2%	+$108	0.01%	287
2014 Q4	$4K	Buy	+125	New	+$3.91K	﹤0.01%	281

Other funds holding BX

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Burt Wealth Advisors's BX Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Blackstone (BX) in Q1 2021, closing a stake of 530 shares — an estimated $34K sold.

Burt Wealth Advisors first reported a position in BX in Q4 2014 and held it in 17 quarters. The position peaked at $75K in Q1 2016. 1,209 funds tracked by Wall St. Rank hold BX as of Q1 2021.

Burt Wealth Advisors reported no remaining Blackstone position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 530 Blackstone shares in Q1 2021, an estimated $34K.
Burt Wealth Advisors first reported a position in Blackstone in Q4 2014 and held it in 17 quarters.
Burt Wealth Advisors's Blackstone position peaked at $75K in Q1 2016.
1,209 funds tracked by Wall St. Rank held Blackstone as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.