CCWA
BX icon

CLA (CliftonLarsonAllen) Wealth Advisors’s Blackstone BX Stock Holding History

CLA (CliftonLarsonAllen) 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
Q4 		– Sell
-1,928
Closed -$224K – 188
2021
Q3 		$224K Buy
+1,928
New +$224K 0.01% 295

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

CLA (CliftonLarsonAllen) Wealth Advisors's BX Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Blackstone (BX) in Q4 2021, closing a stake of 1,928 shares — an estimated $224K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in BX in Q3 2021 and held it in 1 quarter. The position peaked at $224K in Q3 2021. 1,654 funds tracked by Wall St. Rank hold BX as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Blackstone position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 1,928 Blackstone shares in Q4 2021, an estimated $224K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Blackstone in Q3 2021 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Blackstone position peaked at $224K in Q3 2021.
  • 1,654 funds tracked by Wall St. Rank held Blackstone as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.