Harvest Group Wealth Management’s Blackstone BX Stock Holding History

Harvest Group 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 Q4	–	Sell	-303	Closed	-$17.6K	–	659
2020 Q3	$16K	Buy	303 +101	+50%	+$5.41K	0.01%	183
2020 Q2	$11K	Buy	202 +2	+1%	+$105	0.01%	205
2020 Q1	$9K	Buy	200 +2	+1%	+$111	0.01%	209
2019 Q4	$11K	Buy	198 +1	+0.5%	+$52	0.01%	224
2019 Q3	$10K	Buy	+197	New	+$9.61K	0.01%	256

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 $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 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

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

Harvest Group Wealth Management's BX Position: Q4 2020 in Review

Harvest Group Wealth Management sold out of Blackstone (BX) in Q4 2020, closing a stake of 303 shares — an estimated $17.6K sold.

Harvest Group Wealth Management first reported a position in BX in Q3 2019 and held it in 5 quarters. The position peaked at $16K in Q3 2020. 1,151 funds tracked by Wall St. Rank hold BX as of Q4 2020.

Harvest Group Wealth Management reported no remaining Blackstone position as of Q4 2020 after selling out during the quarter.
Harvest Group Wealth Management sold 303 Blackstone shares in Q4 2020, an estimated $17.6K.
Harvest Group Wealth Management first reported a position in Blackstone in Q3 2019 and held it in 5 quarters.
Harvest Group Wealth Management's Blackstone position peaked at $16K in Q3 2020.
1,151 funds tracked by Wall St. Rank held Blackstone as of Q4 2020.

Based on Harvest Group Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.