FI
BX icon

FormulaFolio Investments’s Blackstone BX Stock Holding History

FormulaFolio Investments’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
Q2 		$2K Hold
25
– – ﹤0.01% 424
2021
Q1 		$2K Sell
25
-4,961
-99% -$342K ﹤0.01% 392
2020
Q4 		$323K Buy
+4,986
New +$290K 0.01% 520

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

FormulaFolio Investments's BX Position: Q2 2021 in Review

FormulaFolio Investments held its Blackstone (BX) position steady in Q2 2021 at 25 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

FormulaFolio Investments first reported a position in BX in Q4 2020 and has held it in 3 quarters since. The position peaked at $323K in Q4 2020. 1,341 funds tracked by Wall St. Rank hold BX as of Q2 2021.

  • FormulaFolio Investments held 25 shares of Blackstone worth $2K as of Q2 2021.
  • FormulaFolio Investments left its Blackstone share count unchanged in Q2 2021.
  • Blackstone made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #424 holding.
  • FormulaFolio Investments first reported a position in Blackstone in Q4 2020 and has held it in 3 quarters since.
  • FormulaFolio Investments's Blackstone position peaked at $323K in Q4 2020.
  • 1,341 funds tracked by Wall St. Rank held Blackstone as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.