McCarthy Asset Management’s Blackstone BX Stock Holding History

McCarthy Asset Management’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	–	Sell	-1,766	Closed	-$224K	–	76
2022 Q1	$224K	Buy	1,766 +20	+1%	+$2.44K	0.16%	35
2021 Q4	$226K	Buy	1,746 +14	+0.8%	+$1.87K	0.16%	34
2021 Q3	$202K	Sell	1,732 -157	-8%	-$18.2K	0.15%	32
2021 Q2	$183K	Sell	1,889 -18	-0.9%	-$1.6K	0.13%	38
2021 Q1	$142K	Buy	+1,907	New	+$132K	0.11%	45

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

McCarthy Asset Management's BX Position: Q2 2022 in Review

McCarthy Asset Management sold out of Blackstone (BX) in Q2 2022, closing a stake of 1,766 shares — an estimated $224K sold.

McCarthy Asset Management first reported a position in BX in Q1 2021 and held it in 5 quarters. The position peaked at $226K in Q4 2021. 1,594 funds tracked by Wall St. Rank hold BX as of Q2 2022.

McCarthy Asset Management reported no remaining Blackstone position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 1,766 Blackstone shares in Q2 2022, an estimated $224K.
McCarthy Asset Management first reported a position in Blackstone in Q1 2021 and held it in 5 quarters.
McCarthy Asset Management's Blackstone position peaked at $226K in Q4 2021.
1,594 funds tracked by Wall St. Rank held Blackstone as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.