Donoghue Forlines’s Blackstone BX Stock Holding History

Donoghue Forlines’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
2022 Q3	–	Sell	-5,970	Closed	-$545K	–	242
2022 Q2	$545K	Sell	5,970 -30	-0.5%	-$3.24K	0.14%	204
2022 Q1	$762K	Sell	6,000 -6,669	-53%	-$813K	0.17%	200
2021 Q4	$1.64M	Sell	12,669 -2,307	-15%	-$308K	0.28%	83
2021 Q3	$1.74M	Buy	+14,976	New	+$1.74M	0.34%	66

Other funds holding BX

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Donoghue Forlines's BX Position: Q3 2022 in Review

Donoghue Forlines sold out of Blackstone (BX) in Q3 2022, closing a stake of 5,970 shares — an estimated $545K sold.

Donoghue Forlines first reported a position in BX in Q3 2021 and held it in 4 quarters. The position peaked at $1.74M in Q3 2021. 1,540 funds tracked by Wall St. Rank hold BX as of Q3 2022.

Donoghue Forlines reported no remaining Blackstone position as of Q3 2022 after selling out during the quarter.
Donoghue Forlines sold 5,970 Blackstone shares in Q3 2022, an estimated $545K.
Donoghue Forlines first reported a position in Blackstone in Q3 2021 and held it in 4 quarters.
Donoghue Forlines's Blackstone position peaked at $1.74M in Q3 2021.
1,540 funds tracked by Wall St. Rank held Blackstone as of Q3 2022.

Based on Donoghue Forlines's 13F filing for Q3 2022, filed 7 Nov 2022.