Edge Wealth Management’s Blackstone BX Stock Holding History

Edge Wealth Management’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 Q1	–	Sell	-3,100	Closed	-$173K	–	634
2019 Q4	$173K	Hold	3,100	–	–	0.03%	153
2019 Q3	$151K	Hold	3,100	–	–	0.03%	156
2019 Q2	$139K	Sell	3,100 -5,000	-62%	-$199K	0.03%	166
2019 Q1	$283K	Sell	8,100 -5,000	-38%	-$167K	0.07%	114
2018 Q4	$391K	Buy	13,100 +3,000	+30%	+$99.2K	0.11%	101
2018 Q3	$385K	Buy	10,100 +2,000	+25%	+$72.3K	0.09%	101
2018 Q2	$261K	Buy	8,100 +8,000	+8,000%	+$255K	0.07%	127
2018 Q1	$3K	Buy	+100	New	+$3.41K	﹤0.01%	485
2017 Q4	–	Sell	-1,000	Closed	-$33K	–	542
2017 Q3	$33K	Sell	1,000 -10,000	-91%	-$329K	0.01%	253
2017 Q2	$363K	Buy	11,000 +10,000	+1,000%	+$314K	0.11%	96
2017 Q1	$30K	Hold	1,000	–	–	0.01%	248
2016 Q4	$27K	Sell	1,000 -350	-26%	-$9.08K	0.01%	238
2016 Q3	$34K	Buy	1,350 +350	+35%	+$9.24K	0.01%	213
2016 Q2	$24K	Hold	1,000	–	–	0.01%	238
2016 Q1	$28K	Buy	+1,000	New	+$26.4K	0.01%	207
2014 Q2	–	Sell	-1,019	Closed	-$33K	–	386
2014 Q1	$33K	Hold	1,019	–	–	0.01%	200
2013 Q4	$32K	Hold	1,019	–	–	0.01%	187
2013 Q3	$25K	Hold	1,019	–	–	0.02%	184
2013 Q2	$21K	Buy	+1,019	New	+$21.2K	0.01%	183

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

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

Edge Wealth Management's BX Position: Q1 2020 in Review

Edge Wealth Management sold out of Blackstone (BX) in Q1 2020, closing a stake of 3,100 shares — an estimated $173K sold.

Edge Wealth Management first reported a position in BX in Q2 2013 and held it in 19 quarters. The position peaked at $391K in Q4 2018. 1,005 funds tracked by Wall St. Rank hold BX as of Q1 2020.

Edge Wealth Management reported no remaining Blackstone position as of Q1 2020 after selling out during the quarter.
Edge Wealth Management sold 3,100 Blackstone shares in Q1 2020, an estimated $173K.
Edge Wealth Management first reported a position in Blackstone in Q2 2013 and held it in 19 quarters.
Edge Wealth Management's Blackstone position peaked at $391K in Q4 2018.
1,005 funds tracked by Wall St. Rank held Blackstone as of Q1 2020.

Based on Edge Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.