Northstar Wealth Partners’s Blackstone BX Stock Holding History

Northstar Wealth Partners’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 Q3	$438K	Buy	8,400 +4,568	+119%	+$244K	0.2%	94
2020 Q2	$217K	Buy	+3,832	New	+$202K	0.09%	161
2020 Q1	–	Sell	-5,822	Closed	-$325K	–	165
2019 Q4	$325K	Hold	5,822	–	–	0.13%	143
2019 Q3	$284K	Buy	5,822 +32	+0.6%	+$1.56K	0.12%	148
2019 Q2	$257K	Hold	5,790	–	–	0.11%	155
2019 Q1	$202K	Buy	+5,790	New	+$193K	0.09%	173
2018 Q4	–	Sell	-5,790	Closed	-$220K	–	168
2018 Q3	$220K	Sell	5,790 -1,172	-17%	-$42.3K	0.11%	160
2018 Q2	$223K	Buy	+6,962	New	+$222K	0.11%	174

Other funds holding BX

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northstar Wealth Partners's BX Position: Q3 2020 in Review

Northstar Wealth Partners increased its Blackstone (BX) stake by 119% in Q3 2020, buying an estimated $244K and bringing the position to 8,400 shares worth $438K. The position accounts for 0.2% of the portfolio, ranked #94.

Northstar Wealth Partners first reported a position in BX in Q2 2018 and has held it in 8 quarters since. 1,025 funds tracked by Wall St. Rank hold BX as of Q3 2020.

Northstar Wealth Partners held 8,400 shares of Blackstone worth $438K as of Q3 2020.
Northstar Wealth Partners bought 4,568 Blackstone shares in Q3 2020, an estimated $244K.
Blackstone made up 0.2% of Northstar Wealth Partners's portfolio in Q3 2020, its #94 holding.
Northstar Wealth Partners first reported a position in Blackstone in Q2 2018 and has held it in 8 quarters since.
1,025 funds tracked by Wall St. Rank held Blackstone as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.