JOYN Advisors’s Blackstone BX Stock Holding History

JOYN 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
2020 Q1	–	Sell	-5,008	Closed	-$280K	–	114
2019 Q4	$280K	Sell	5,008 -2,315	-32%	-$120K	0.06%	87
2019 Q3	$358K	Hold	7,323	–	–	0.08%	67
2019 Q2	$326K	Hold	7,323	–	–	0.07%	77
2019 Q1	$256K	Sell	7,323 -329	-4%	-$11K	0.06%	82
2018 Q4	$228K	Buy	7,652 +329	+4%	+$10.9K	0.05%	98
2018 Q3	$279K	Hold	7,323	–	–	0.05%	110
2018 Q2	$236K	Buy	7,323 +2,903	+66%	+$92.4K	0.05%	125
2018 Q1	$141K	Buy	+4,420	New	+$151K	0.03%	166

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

JOYN Advisors's BX Position: Q1 2020 in Review

JOYN Advisors sold out of Blackstone (BX) in Q1 2020, closing a stake of 5,008 shares — an estimated $280K sold.

JOYN Advisors first reported a position in BX in Q1 2018 and held it in 8 quarters. The position peaked at $358K in Q3 2019. 1,005 funds tracked by Wall St. Rank hold BX as of Q1 2020.

JOYN Advisors reported no remaining Blackstone position as of Q1 2020 after selling out during the quarter.
JOYN Advisors sold 5,008 Blackstone shares in Q1 2020, an estimated $280K.
JOYN Advisors first reported a position in Blackstone in Q1 2018 and held it in 8 quarters.
JOYN Advisors's Blackstone position peaked at $358K in Q3 2019.
1,005 funds tracked by Wall St. Rank held Blackstone as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.