Clarus Wealth Advisors’s Blackstone BX Stock Holding History

Clarus 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
2019 Q3	–	Sell	-1,762	Closed	-$78K	–	199
2019 Q2	$78K	Buy	1,762 +16	+0.9%	+$638	0.06%	226
2019 Q1	$61K	Sell	1,746 -171	-9%	-$5.71K	0.05%	262
2018 Q4	$57K	Sell	1,917 -6,617	-78%	-$219K	0.09%	239
2018 Q3	$325K	Buy	8,534 +5,487	+180%	+$198K	0.21%	54
2018 Q2	$97K	Buy	+3,047	New	+$97K	0.07%	196

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Clarus Wealth Advisors's BX Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Blackstone (BX) in Q3 2019, closing a stake of 1,762 shares — an estimated $78K sold.

Clarus Wealth Advisors first reported a position in BX in Q2 2018 and held it in 5 quarters. The position peaked at $325K in Q3 2018. 840 funds tracked by Wall St. Rank hold BX as of Q3 2019.

Clarus Wealth Advisors reported no remaining Blackstone position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 1,762 Blackstone shares in Q3 2019, an estimated $78K.
Clarus Wealth Advisors first reported a position in Blackstone in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's Blackstone position peaked at $325K in Q3 2018.
840 funds tracked by Wall St. Rank held Blackstone as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.