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Optimal Asset Management’s Blackstone BX Stock Holding History

Optimal 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
2021
Q1 		– Sell
-10,471
Closed -$679K – 362
2020
Q4 		$679K Sell
10,471
-10
-0.1% -$582 0.1% 302
2020
Q3 		$547K Buy
10,481
+2,338
+29% +$125K 0.08% 326
2020
Q2 		$461K Sell
8,143
-1,678
-17% -$88.3K 0.07% 337
2020
Q1 		$448 Buy
+9,821
New +$543K 0.04% 369

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Optimal Asset Management's BX Position: Q1 2021 in Review

Optimal Asset Management sold out of Blackstone (BX) in Q1 2021, closing a stake of 10,471 shares — an estimated $679K sold.

Optimal Asset Management first reported a position in BX in Q1 2020 and held it in 4 quarters. The position peaked at $679K in Q4 2020. 1,209 funds tracked by Wall St. Rank hold BX as of Q1 2021.

  • Optimal Asset Management reported no remaining Blackstone position as of Q1 2021 after selling out during the quarter.
  • Optimal Asset Management sold 10,471 Blackstone shares in Q1 2021, an estimated $679K.
  • Optimal Asset Management first reported a position in Blackstone in Q1 2020 and held it in 4 quarters.
  • Optimal Asset Management's Blackstone position peaked at $679K in Q4 2020.
  • 1,209 funds tracked by Wall St. Rank held Blackstone as of Q1 2021.

Based on Optimal Asset Management's 13F filing for Q1 2021, filed 17 May 2021.