First National Bank of South Miami’s Blackstone BX Stock Holding History

First National Bank of South Miami’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	-250	Closed	-$14K	–	275
2020 Q2	$14K	Hold	250	–	–	0.02%	212
2020 Q1	$11K	Hold	250	–	–	0.01%	215
2019 Q4	$14K	Buy	+250	New	+$13K	0.01%	211
2019 Q2	–	Sell	-720	Closed	-$25K	–	285
2019 Q1	$25K	Hold	720	–	–	0.02%	211
2018 Q4	$24K	Buy	+720	New	+$23.8K	0.02%	217

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 $6.73T AUM 46.02% 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

First National Bank of South Miami's BX Position: Q3 2020 in Review

First National Bank of South Miami sold out of Blackstone (BX) in Q3 2020, closing a stake of 250 shares — an estimated $14K sold.

First National Bank of South Miami first reported a position in BX in Q4 2018 and held it in 5 quarters. The position peaked at $25K in Q1 2019. 1,025 funds tracked by Wall St. Rank hold BX as of Q3 2020.

First National Bank of South Miami reported no remaining Blackstone position as of Q3 2020 after selling out during the quarter.
First National Bank of South Miami sold 250 Blackstone shares in Q3 2020, an estimated $14K.
First National Bank of South Miami first reported a position in Blackstone in Q4 2018 and held it in 5 quarters.
First National Bank of South Miami's Blackstone position peaked at $25K in Q1 2019.
1,025 funds tracked by Wall St. Rank held Blackstone as of Q3 2020.

Based on First National Bank of South Miami's 13F filing for Q3 2020, filed 16 Nov 2020.