CFA
BX icon

Capstone Financial Advisors’s Blackstone BX Stock Holding History

Capstone 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
Q2 		– Sell
-3,178
Closed -$237K – 143
2021
Q1 		$237K Buy
+3,178
New +$219K 0.02% 99
2020
Q1 		– Sell
-3,638
Closed -$203K – 100
2019
Q4 		$203K Buy
+3,638
New +$189K 0.03% 88

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capstone Financial Advisors's BX Position: Q2 2021 in Review

Capstone Financial Advisors sold out of Blackstone (BX) in Q2 2021, closing a stake of 3,178 shares — an estimated $237K sold.

Capstone Financial Advisors first reported a position in BX in Q4 2019 and held it in 2 quarters. The position peaked at $237K in Q1 2021. 1,341 funds tracked by Wall St. Rank hold BX as of Q2 2021.

  • Capstone Financial Advisors reported no remaining Blackstone position as of Q2 2021 after selling out during the quarter.
  • Capstone Financial Advisors sold 3,178 Blackstone shares in Q2 2021, an estimated $237K.
  • Capstone Financial Advisors first reported a position in Blackstone in Q4 2019 and held it in 2 quarters.
  • Capstone Financial Advisors's Blackstone position peaked at $237K in Q1 2021.
  • 1,341 funds tracked by Wall St. Rank held Blackstone as of Q2 2021.

Based on Capstone Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.