Graybill Wealth Management’s Blackstone BX Stock Holding History

Graybill 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 Q1	–	Sell	-4,500	Closed	-$252K	–	53
2019 Q4	$252K	Hold	4,500	–	–	0.16%	50
2019 Q3	$220K	Sell	4,500 -1,000	-18%	-$48.8K	0.15%	53
2019 Q2	$244K	Buy	+5,500	New	+$219K	0.17%	46
2018 Q4	–	Sell	-5,500	Closed	-$209K	–	49
2018 Q3	$209K	Buy	+5,500	New	+$199K	0.15%	48

Other funds holding BX

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Graybill Wealth Management's BX Position: Q1 2020 in Review

Graybill Wealth Management sold out of Blackstone (BX) in Q1 2020, closing a stake of 4,500 shares — an estimated $252K sold.

Graybill Wealth Management first reported a position in BX in Q3 2018 and held it in 4 quarters. The position peaked at $252K in Q4 2019. 1,005 funds tracked by Wall St. Rank hold BX as of Q1 2020.

Graybill Wealth Management reported no remaining Blackstone position as of Q1 2020 after selling out during the quarter.
Graybill Wealth Management sold 4,500 Blackstone shares in Q1 2020, an estimated $252K.
Graybill Wealth Management first reported a position in Blackstone in Q3 2018 and held it in 4 quarters.
Graybill Wealth Management's Blackstone position peaked at $252K in Q4 2019.
1,005 funds tracked by Wall St. Rank held Blackstone as of Q1 2020.

Based on Graybill Wealth Management's 13F filing for Q1 2020, filed 30 Apr 2020.