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Capital Wealth Planning’s Blackstone BX Stock Holding History

Capital Wealth Planning’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
Q1 		– Sell
-4,885
Closed -$273K – 237
2019
Q4 		$273K Sell
4,885
-300
-6% -$15.6K 0.02% 157
2019
Q3 		$270K Buy
+5,185
New +$253K 0.02% 200

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Wealth Planning's BX Position: Q1 2020 in Review

Capital Wealth Planning sold out of Blackstone (BX) in Q1 2020, closing a stake of 4,885 shares — an estimated $273K sold.

Capital Wealth Planning first reported a position in BX in Q3 2019 and held it in 2 quarters. The position peaked at $273K in Q4 2019. 1,005 funds tracked by Wall St. Rank hold BX as of Q1 2020.

  • Capital Wealth Planning reported no remaining Blackstone position as of Q1 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 4,885 Blackstone shares in Q1 2020, an estimated $273K.
  • Capital Wealth Planning first reported a position in Blackstone in Q3 2019 and held it in 2 quarters.
  • Capital Wealth Planning's Blackstone position peaked at $273K in Q4 2019.
  • 1,005 funds tracked by Wall St. Rank held Blackstone as of Q1 2020.

Based on Capital Wealth Planning's 13F filing for Q1 2020, filed 30 Apr 2020.