CIA
BX icon

CSat Investment Advisory’s Blackstone BX Stock Holding History

CSat Investment Advisory’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
Q4 		– Sell
-2,226
Closed -$116K – 589
2020
Q3 		$116K Buy
2,226
+212
+11% +$11.3K 0.01% 401
2020
Q2 		$114K Buy
+2,014
New +$106K 0.01% 428

Other funds holding BX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

CSat Investment Advisory's BX Position: Q4 2020 in Review

CSat Investment Advisory sold out of Blackstone (BX) in Q4 2020, closing a stake of 2,226 shares — an estimated $116K sold.

CSat Investment Advisory first reported a position in BX in Q2 2020 and held it in 2 quarters. The position peaked at $116K in Q3 2020. 1,151 funds tracked by Wall St. Rank hold BX as of Q4 2020.

  • CSat Investment Advisory reported no remaining Blackstone position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 2,226 Blackstone shares in Q4 2020, an estimated $116K.
  • CSat Investment Advisory first reported a position in Blackstone in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's Blackstone position peaked at $116K in Q3 2020.
  • 1,151 funds tracked by Wall St. Rank held Blackstone as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.