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Lucia Wealth Services’s Blackstone BX Stock Holding History

Lucia Wealth Services’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
2018
Q2 		– Sell
-87,645
Closed -$2.8M – 205
2018
Q1 		$2.8M Buy
87,645
+23,902
+37% +$815K 0.91% 41
2017
Q4 		$2.04M Buy
+63,743
New +$2.08M 0.9% 25

Other funds holding BX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lucia Wealth Services's BX Position: Q2 2018 in Review

Lucia Wealth Services sold out of Blackstone (BX) in Q2 2018, closing a stake of 87,645 shares — an estimated $2.8M sold.

Lucia Wealth Services first reported a position in BX in Q4 2017 and held it in 2 quarters. The position peaked at $2.8M in Q1 2018. 669 funds tracked by Wall St. Rank hold BX as of Q2 2018.

  • Lucia Wealth Services reported no remaining Blackstone position as of Q2 2018 after selling out during the quarter.
  • Lucia Wealth Services sold 87,645 Blackstone shares in Q2 2018, an estimated $2.8M.
  • Lucia Wealth Services first reported a position in Blackstone in Q4 2017 and held it in 2 quarters.
  • Lucia Wealth Services's Blackstone position peaked at $2.8M in Q1 2018.
  • 669 funds tracked by Wall St. Rank held Blackstone as of Q2 2018.

Based on Lucia Wealth Services's 13F filing for Q2 2018, filed 9 Aug 2018.