Johanson Financial Advisors’s Blackstone BX Stock Holding History

Johanson 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
2021 Q4	$860K	Buy	6,649 +70	+1%	+$9.33K	0.26%	66
2021 Q3	$765K	Buy	6,579 +264	+4%	+$30.6K	0.26%	72
2021 Q2	$647K	Buy	6,315 +50	+0.8%	+$4.44K	0.22%	77
2021 Q1	$489K	Buy	6,265 +178	+3%	+$12.3K	0.18%	83
2020 Q4	$394K	Buy	6,087 +180	+3%	+$10.5K	0.16%	86
2020 Q3	$321K	Buy	5,907 +167	+3%	+$8.94K	0.14%	87
2020 Q2	$325K	Buy	5,740 +181	+3%	+$9.53K	0.16%	83
2020 Q1	$253K	Sell	5,559 -203,128	-97%	-$11.2M	0.15%	81
2019 Q4	$3.73M	Buy	+208,687	New	+$10.8M	0.18%	76

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Johanson Financial Advisors's BX Position: Q4 2021 in Review

Johanson Financial Advisors increased its Blackstone (BX) stake by 1.1% in Q4 2021, buying an estimated $9.33K and bringing the position to 6,649 shares worth $860K. The position accounts for 0.26% of the portfolio, ranked #66.

Johanson Financial Advisors first reported a position in BX in Q4 2019 and has held it in 9 quarters since. The position peaked at $3.73M in Q4 2019. 1,654 funds tracked by Wall St. Rank hold BX as of Q4 2021.

Johanson Financial Advisors held 6,649 shares of Blackstone worth $860K as of Q4 2021.
Johanson Financial Advisors bought 70 Blackstone shares in Q4 2021, an estimated $9.33K.
Blackstone made up 0.26% of Johanson Financial Advisors's portfolio in Q4 2021, its #66 holding.
Johanson Financial Advisors first reported a position in Blackstone in Q4 2019 and has held it in 9 quarters since.
Johanson Financial Advisors's Blackstone position peaked at $3.73M in Q4 2019.
1,654 funds tracked by Wall St. Rank held Blackstone as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.