Evolution Wealth Advisors’s Blackstone BX Stock Holding History

Evolution 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
2021 Q4	–	Sell	-500	Closed	-$58K	–	227
2021 Q3	$58K	Hold	500	–	–	0.01%	191
2021 Q2	$49K	Sell	500 -179	-26%	-$15.9K	0.01%	210
2021 Q1	$51K	Buy	679 +179	+36%	+$12.4K	0.01%	196
2020 Q4	$32K	Hold	500	–	–	0.01%	214
2020 Q3	$26K	Hold	500	–	–	0.01%	244
2020 Q2	$28K	Buy	500 +302	+153%	+$15.9K	0.01%	180
2020 Q1	$9K	Buy	+198	New	+$11K	﹤0.01%	214
2019 Q4	–	Sell	-198	Closed	-$10K	–	633
2019 Q3	$10K	Buy	+198	New	+$9.66K	﹤0.01%	169
2019 Q1	–	Sell	-350	Closed	-$10K	–	106
2018 Q4	$10K	Buy	+350	New	+$11.6K	﹤0.01%	124

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Evolution Wealth Advisors's BX Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Blackstone (BX) in Q4 2021, closing a stake of 500 shares — an estimated $58K sold.

Evolution Wealth Advisors first reported a position in BX in Q4 2018 and held it in 9 quarters. The position peaked at $58K in Q3 2021. 1,654 funds tracked by Wall St. Rank hold BX as of Q4 2021.

Evolution Wealth Advisors reported no remaining Blackstone position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 500 Blackstone shares in Q4 2021, an estimated $58K.
Evolution Wealth Advisors first reported a position in Blackstone in Q4 2018 and held it in 9 quarters.
Evolution Wealth Advisors's Blackstone position peaked at $58K in Q3 2021.
1,654 funds tracked by Wall St. Rank held Blackstone as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.