Minot Wealth Management’s Blackstone BX Stock Holding History

Minot Wealth 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	$262K	Hold	2,875	–	–	0.07%	153
2022 Q1	$365K	Sell	2,875 -2,500	-47%	-$305K	0.08%	145
2021 Q4	$695K	Buy	5,375 +2,275	+73%	+$303K	0.13%	108
2021 Q3	$361K	Sell	3,100 -250	-7%	-$29K	0.08%	145
2021 Q2	$334K	Hold	3,350	–	–	0.07%	146
2021 Q1	$250K	Hold	3,350	–	–	0.06%	157
2020 Q4	$217K	Sell	3,350 -1,000	-23%	-$58.2K	0.06%	147
2020 Q3	$227K	Hold	4,350	–	–	0.09%	123
2020 Q2	$246K	Buy	+4,350	New	+$229K	0.12%	97
2020 Q1	–	Sell	-5,000	Closed	-$314K	–	108
2019 Q4	$314K	Buy	+5,000	New	+$259K	0.14%	104

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Minot Wealth Management's BX Position: Q2 2022 in Review

Minot Wealth Management held its Blackstone (BX) position steady in Q2 2022 at 2,875 shares worth $262K. The position accounts for 0.07% of the portfolio, ranked #153.

Minot Wealth Management first reported a position in BX in Q4 2019 and has held it in 10 quarters since. The position peaked at $695K in Q4 2021. 1,594 funds tracked by Wall St. Rank hold BX as of Q2 2022.

Minot Wealth Management held 2,875 shares of Blackstone worth $262K as of Q2 2022.
Minot Wealth Management left its Blackstone share count unchanged in Q2 2022.
Blackstone made up 0.07% of Minot Wealth Management's portfolio in Q2 2022, its #153 holding.
Minot Wealth Management first reported a position in Blackstone in Q4 2019 and has held it in 10 quarters since.
Minot Wealth Management's Blackstone position peaked at $695K in Q4 2021.
1,594 funds tracked by Wall St. Rank held Blackstone as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.