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Filbrandt Wealth Management’s Blackstone BX Stock Holding History

Filbrandt 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
Q3 		– Sell
-610
Closed -$35K – 180
2020
Q2 		$35K Buy
+610
New +$32.1K 0.03% 145

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Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Filbrandt Wealth Management's BX Position: Q3 2020 in Review

Filbrandt Wealth Management sold out of Blackstone (BX) in Q3 2020, closing a stake of 610 shares — an estimated $35K sold.

Filbrandt Wealth Management first reported a position in BX in Q2 2020 and held it in 1 quarter. The position peaked at $35K in Q2 2020. 1,025 funds tracked by Wall St. Rank hold BX as of Q3 2020.

  • Filbrandt Wealth Management reported no remaining Blackstone position as of Q3 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 610 Blackstone shares in Q3 2020, an estimated $35K.
  • Filbrandt Wealth Management first reported a position in Blackstone in Q2 2020 and held it in 1 quarter.
  • Filbrandt Wealth Management's Blackstone position peaked at $35K in Q2 2020.
  • 1,025 funds tracked by Wall St. Rank held Blackstone as of Q3 2020.

Based on Filbrandt Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.