PFWA
BX icon

Paces Ferry Wealth Advisors’s Blackstone BX Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-456
Closed -$24K – 264
2020
Q3 		$24K Buy
+456
New +$24.4K 0.02% 304

Other funds holding BX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Paces Ferry Wealth Advisors's BX Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Blackstone (BX) in Q4 2020, closing a stake of 456 shares — an estimated $24K sold.

Paces Ferry Wealth Advisors first reported a position in BX in Q3 2020 and held it in 1 quarter. The position peaked at $24K in Q3 2020. 1,151 funds tracked by Wall St. Rank hold BX as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Blackstone position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 456 Blackstone shares in Q4 2020, an estimated $24K.
  • Paces Ferry Wealth Advisors first reported a position in Blackstone in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Blackstone position peaked at $24K in Q3 2020.
  • 1,151 funds tracked by Wall St. Rank held Blackstone as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.