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New World Advisors’s Blackstone BX Stock Holding History

New World 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
Q3 		– Sell
-12,592
Closed -$1.22M – 72
2021
Q2 		$1.22M Buy
+12,592
New +$1.12M 0.82% 23
2021
Q1 		– Sell
-5,125
Closed -$268K – 29
2020
Q4 		$268K Hold
5,125
– – 0.17% 22
2020
Q3 		$277K Buy
+5,125
New +$274K 0.18% 20
2019
Q2 		– Sell
-4,400
Closed -$154K – 38
2019
Q1 		$154K Buy
+4,400
New +$147K 0.11% 19

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

New World Advisors's BX Position: Q3 2021 in Review

New World Advisors sold out of Blackstone (BX) in Q3 2021, closing a stake of 12,592 shares — an estimated $1.22M sold.

New World Advisors first reported a position in BX in Q1 2019 and held it in 4 quarters. The position peaked at $1.22M in Q2 2021. 1,457 funds tracked by Wall St. Rank hold BX as of Q3 2021.

  • New World Advisors reported no remaining Blackstone position as of Q3 2021 after selling out during the quarter.
  • New World Advisors sold 12,592 Blackstone shares in Q3 2021, an estimated $1.22M.
  • New World Advisors first reported a position in Blackstone in Q1 2019 and held it in 4 quarters.
  • New World Advisors's Blackstone position peaked at $1.22M in Q2 2021.
  • 1,457 funds tracked by Wall St. Rank held Blackstone as of Q3 2021.

Based on New World Advisors's 13F filing for Q3 2021, filed 3 Nov 2021.