Fulcrum Capital’s Blackstone BX Stock Holding History

Fulcrum Capital’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 Q1	–	Sell	-5,887	Closed	-$382K	–	88
2020 Q4	$382K	Buy	+5,887	New	+$343K	0.11%	58

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Fulcrum Capital's BX Position: Q1 2021 in Review

Fulcrum Capital sold out of Blackstone (BX) in Q1 2021, closing a stake of 5,887 shares — an estimated $382K sold.

Fulcrum Capital first reported a position in BX in Q4 2020 and held it in 1 quarter. The position peaked at $382K in Q4 2020. 1,209 funds tracked by Wall St. Rank hold BX as of Q1 2021.

Fulcrum Capital reported no remaining Blackstone position as of Q1 2021 after selling out during the quarter.
Fulcrum Capital sold 5,887 Blackstone shares in Q1 2021, an estimated $382K.
Fulcrum Capital first reported a position in Blackstone in Q4 2020 and held it in 1 quarter.
Fulcrum Capital's Blackstone position peaked at $382K in Q4 2020.
1,209 funds tracked by Wall St. Rank held Blackstone as of Q1 2021.

Based on Fulcrum Capital's 13F filing for Q1 2021, filed 12 Apr 2021.