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Guidant Wealth Advisors’s Blackstone BX Stock Holding History

Guidant Wealth Advisors’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
2019
Q3 		$26K Hold
528
– – 0.01% 207
2019
Q2 		$23K Buy
528
+5
+1% +$199 0.01% 216
2019
Q1 		$18K Buy
+523
New +$17.5K 0.01% 227
2018
Q1 		– Sell
-70
Closed -$2K – 217
2017
Q4 		$2K Hold
70
– – ﹤0.01% 183
2017
Q3 		$2K Hold
70
– – ﹤0.01% 184
2017
Q2 		$2K Hold
70
– – ﹤0.01% 231
2017
Q1 		$2K Hold
70
– – ﹤0.01% 210
2016
Q4 		$2K Buy
+70
New +$1.82K ﹤0.01% 199

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Guidant Wealth Advisors's BX Position: Q3 2019 in Review

Guidant Wealth Advisors held its Blackstone (BX) position steady in Q3 2019 at 528 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #207.

Guidant Wealth Advisors first reported a position in BX in Q4 2016 and has held it in 8 quarters since. 840 funds tracked by Wall St. Rank hold BX as of Q3 2019.

  • Guidant Wealth Advisors held 528 shares of Blackstone worth $26K as of Q3 2019.
  • Guidant Wealth Advisors left its Blackstone share count unchanged in Q3 2019.
  • Blackstone made up 0.01% of Guidant Wealth Advisors's portfolio in Q3 2019, its #207 holding.
  • Guidant Wealth Advisors first reported a position in Blackstone in Q4 2016 and has held it in 8 quarters since.
  • 840 funds tracked by Wall St. Rank held Blackstone as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.