HC Financial Advisors’s Blackstone BX Stock Holding History

HC Financial 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
2022 Q2	$35K	Buy	380 +113	+42%	+$12.2K	0.02%	146
2022 Q1	$34K	Sell	267 -33	-11%	-$4.03K	0.02%	157
2021 Q4	$39K	Hold	300	–	–	0.02%	156
2021 Q3	$35K	Hold	300	–	–	0.02%	151
2021 Q2	$29K	Hold	300	–	–	0.02%	166
2021 Q1	$22K	Hold	300	–	–	0.01%	182
2020 Q4	$19K	Hold	300	–	–	0.01%	205
2020 Q3	$16K	Hold	300	–	–	0.01%	199
2020 Q2	$17K	Hold	300	–	–	0.01%	182
2020 Q1	$14K	Buy	+300	New	+$16.6K	0.01%	200

Other funds holding BX

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

HC Financial Advisors's BX Position: Q2 2022 in Review

HC Financial Advisors increased its Blackstone (BX) stake by 42% in Q2 2022, buying an estimated $12.2K and bringing the position to 380 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #146.

HC Financial Advisors first reported a position in BX in Q1 2020 and has held it in 10 quarters since. The position peaked at $39K in Q4 2021. 1,594 funds tracked by Wall St. Rank hold BX as of Q2 2022.

HC Financial Advisors held 380 shares of Blackstone worth $35K as of Q2 2022.
HC Financial Advisors bought 113 Blackstone shares in Q2 2022, an estimated $12.2K.
Blackstone made up 0.02% of HC Financial Advisors's portfolio in Q2 2022, its #146 holding.
HC Financial Advisors first reported a position in Blackstone in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's Blackstone position peaked at $39K in Q4 2021.
1,594 funds tracked by Wall St. Rank held Blackstone as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.