Engrave Wealth Partners’s Blackstone BX Stock Holding History

Engrave Wealth Partners’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 Q3	–	Sell	-1,300	Closed	-$73K	–	104
2020 Q2	$73K	Hold	1,300	–	–	0.07%	88
2020 Q1	$59K	Hold	1,300	–	–	0.07%	83
2019 Q4	$72K	Buy	+1,300	New	+$67.4K	0.07%	105

Other funds holding BX

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Engrave Wealth Partners's BX Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Blackstone (BX) in Q3 2020, closing a stake of 1,300 shares — an estimated $73K sold.

Engrave Wealth Partners first reported a position in BX in Q4 2019 and held it in 3 quarters. The position peaked at $73K in Q2 2020. 1,025 funds tracked by Wall St. Rank hold BX as of Q3 2020.

Engrave Wealth Partners reported no remaining Blackstone position as of Q3 2020 after selling out during the quarter.
Engrave Wealth Partners sold 1,300 Blackstone shares in Q3 2020, an estimated $73K.
Engrave Wealth Partners first reported a position in Blackstone in Q4 2019 and held it in 3 quarters.
Engrave Wealth Partners's Blackstone position peaked at $73K in Q2 2020.
1,025 funds tracked by Wall St. Rank held Blackstone as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.