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Camarda Financial Advisors’s Blackstone BX Stock Holding History

Camarda Financial 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
Q4 		– Sell
-6,625
Closed -$771K – 93
2021
Q3 		$771K Buy
+6,625
New +$769K 0.52% 35
2018
Q4 		– Sell
-4,857
Closed -$185K – 171
2018
Q3 		$185K Buy
4,857
+70
+1% +$2.53K 0.21% 57
2018
Q2 		$154K Sell
4,787
-258
-5% -$8.21K 0.16% 73
2018
Q1 		$161K Sell
5,045
-223
-4% -$7.6K 0.17% 73
2017
Q4 		$169K Buy
5,268
+167
+3% +$5.44K 0.2% 78
2017
Q3 		$170K Sell
5,101
-17,748
-78% -$584K 0.18% 81
2017
Q2 		$762K Sell
22,849
-2,427
-10% -$76.1K 0.82% 31
2017
Q1 		$751K Buy
25,276
+8,801
+53% +$265K 0.73% 40
2016
Q4 		$445K Buy
16,475
+2,039
+14% +$52.9K 0.3% 80
2016
Q3 		$369K Buy
14,436
+1,825
+14% +$48.2K 0.22% 88
2016
Q2 		$309K Sell
12,611
-41,267
-77% -$1.1M 0.2% 86
2016
Q1 		$1.51M Buy
53,878
+10,250
+23% +$271K 0.94% 27
2015
Q4 		$1.28M Sell
43,628
-2,666
-6% -$85K 0.78% 45
2015
Q3 		$1.44M Sell
46,294
-2,032
-4% -$73.5K 0.9% 33
2015
Q2 		$1.94M Sell
48,326
-5,870
-11% -$241K 1.08% 23
2015
Q1 		$2.07M Buy
+54,196
New +$1.96M 1.15% 25
2013
Q3 		– Sell
-102
Closed -$2K – 116
2013
Q2 		$2K Buy
+102
New +$2.12K ﹤0.01% 250

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Camarda Financial Advisors's BX Position: Q4 2021 in Review

Camarda Financial Advisors sold out of Blackstone (BX) in Q4 2021, closing a stake of 6,625 shares — an estimated $771K sold.

Camarda Financial Advisors first reported a position in BX in Q2 2013 and held it in 17 quarters. The position peaked at $2.07M in Q1 2015. 1,654 funds tracked by Wall St. Rank hold BX as of Q4 2021.

  • Camarda Financial Advisors reported no remaining Blackstone position as of Q4 2021 after selling out during the quarter.
  • Camarda Financial Advisors sold 6,625 Blackstone shares in Q4 2021, an estimated $771K.
  • Camarda Financial Advisors first reported a position in Blackstone in Q2 2013 and held it in 17 quarters.
  • Camarda Financial Advisors's Blackstone position peaked at $2.07M in Q1 2015.
  • 1,654 funds tracked by Wall St. Rank held Blackstone as of Q4 2021.

Based on Camarda Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.