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O'Donnell Financial Services’s Blackstone BX Stock Holding History

O'Donnell Financial 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
2021
Q4 		– Sell
-12,676
Closed -$1.48M – 46
2021
Q3 		$1.48M Buy
+12,676
New +$1.47M 0.71% 17

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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

O'Donnell Financial Services's BX Position: Q4 2021 in Review

O'Donnell Financial Services sold out of Blackstone (BX) in Q4 2021, closing a stake of 12,676 shares — an estimated $1.48M sold.

O'Donnell Financial Services first reported a position in BX in Q3 2021 and held it in 1 quarter. The position peaked at $1.48M in Q3 2021. 1,655 funds tracked by Wall St. Rank hold BX as of Q4 2021.

  • O'Donnell Financial Services reported no remaining Blackstone position as of Q4 2021 after selling out during the quarter.
  • O'Donnell Financial Services sold 12,676 Blackstone shares in Q4 2021, an estimated $1.48M.
  • O'Donnell Financial Services first reported a position in Blackstone in Q3 2021 and held it in 1 quarter.
  • O'Donnell Financial Services's Blackstone position peaked at $1.48M in Q3 2021.
  • 1,655 funds tracked by Wall St. Rank held Blackstone as of Q4 2021.

Based on O'Donnell Financial Services's 13F filing for Q4 2021, filed 2 Feb 2022.