Capital Advisory Group Advisory Services’s Blackstone BX Stock Holding History

Capital Advisory Group Advisory Services’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
2022 Q2	–	Sell	-665	Closed	-$84K	–	248
2022 Q1	$84K	Buy	+665	New	+$81.1K	0.04%	211
2021 Q4	–	Sell	-665	Closed	-$77K	–	217
2021 Q3	$77K	Buy	665 +365	+122%	+$42.4K	0.03%	247
2021 Q2	$29K	Sell	300 -365	-55%	-$32.4K	0.01%	295
2021 Q1	$50K	Hold	665	–	–	0.02%	245
2020 Q4	$43K	Hold	665	–	–	0.02%	257
2020 Q3	$35K	Hold	665	–	–	0.02%	223
2020 Q2	$38K	Hold	665	–	–	0.02%	208
2020 Q1	$31K	Buy	+665	New	+$36.8K	0.04%	134
2019 Q4	–	Sell	-2,815	Closed	-$138K	–	228
2019 Q3	$138K	Hold	2,815	–	–	0.09%	92
2019 Q2	$124K	Hold	2,815	–	–	0.08%	105
2019 Q1	$98K	Hold	2,815	–	–	0.07%	106
2018 Q4	$85K	Sell	2,815 -226	-7%	-$7.47K	0.07%	112
2018 Q3	$116K	Sell	3,041 -151	-5%	-$5.46K	0.08%	105
2018 Q2	$103K	Sell	3,192 -270	-8%	-$8.59K	0.07%	99
2018 Q1	$112K	Buy	+3,462	New	+$118K	0.08%	99

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Capital Advisory Group Advisory Services's BX Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Blackstone (BX) in Q2 2022, closing a stake of 665 shares — an estimated $84K sold.

Capital Advisory Group Advisory Services first reported a position in BX in Q1 2018 and held it in 15 quarters. The position peaked at $138K in Q3 2019. 1,593 funds tracked by Wall St. Rank hold BX as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Blackstone position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 665 Blackstone shares in Q2 2022, an estimated $84K.
Capital Advisory Group Advisory Services first reported a position in Blackstone in Q1 2018 and held it in 15 quarters.
Capital Advisory Group Advisory Services's Blackstone position peaked at $138K in Q3 2019.
1,593 funds tracked by Wall St. Rank held Blackstone as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.