Ironwood Financial’s Blackstone BX Stock Holding History

Ironwood Financial’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	-150	Closed	-$8K	–	352
2019 Q4	$8K	Hold	150	–	–	﹤0.01%	274
2019 Q3	$7K	Buy	+150	New	+$7.32K	﹤0.01%	286
2019 Q2	–	Sell	-150	Closed	-$5K	–	376
2019 Q1	$5K	Hold	150	–	–	﹤0.01%	307
2018 Q4	$4K	Hold	150	–	–	﹤0.01%	310
2018 Q3	$6K	Buy	150 +100	+200%	+$3.61K	﹤0.01%	289
2018 Q2	$2K	Hold	50	–	–	﹤0.01%	254
2018 Q1	$2K	Hold	50	–	–	﹤0.01%	227
2017 Q4	$2K	Hold	50	–	–	﹤0.01%	232
2017 Q3	$2K	Hold	50	–	–	﹤0.01%	239
2017 Q2	$2K	Hold	50	–	–	﹤0.01%	235
2017 Q1	$1K	Hold	50	–	–	﹤0.01%	251
2016 Q4	$1K	Hold	50	–	–	﹤0.01%	253
2016 Q3	$1K	Hold	50	–	–	﹤0.01%	256
2016 Q2	$1K	Hold	50	–	–	﹤0.01%	260
2016 Q1	$1K	Buy	+50	New	+$1.32K	﹤0.01%	267
2015 Q3	$2K	Hold	51	–	–	﹤0.01%	324
2015 Q2	$2K	Hold	51	–	–	﹤0.01%	291
2015 Q1	$2K	Buy	+51	New	+$1.84K	﹤0.01%	290

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

Ironwood Financial's BX Position: Q1 2020 in Review

Ironwood Financial sold out of Blackstone (BX) in Q1 2020, closing a stake of 150 shares — an estimated $8K sold.

Ironwood Financial first reported a position in BX in Q1 2015 and held it in 18 quarters. The position peaked at $8K in Q4 2019. 1,005 funds tracked by Wall St. Rank hold BX as of Q1 2020.

Ironwood Financial reported no remaining Blackstone position as of Q1 2020 after selling out during the quarter.
Ironwood Financial sold 150 Blackstone shares in Q1 2020, an estimated $8K.
Ironwood Financial first reported a position in Blackstone in Q1 2015 and held it in 18 quarters.
Ironwood Financial's Blackstone position peaked at $8K in Q4 2019.
1,005 funds tracked by Wall St. Rank held Blackstone as of Q1 2020.

Based on Ironwood Financial's 13F filing for Q1 2020, filed 27 Apr 2020.