PagnatoKarp Partners’s Blackstone BX Stock Holding History

PagnatoKarp 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 Q2	–	Sell	-5,063	Closed	-$231K	–	24
2020 Q1	$231K	Sell	5,063 -982	-16%	-$54.3K	0.06%	141
2019 Q4	$338K	Buy	6,045 +17	+0.3%	+$882	0.06%	144
2019 Q3	$294K	Buy	+6,028	New	+$294K	0.06%	150
2018 Q4	–	Sell	-5,478	Closed	-$209K	–	174
2018 Q3	$209K	Buy	+5,478	New	+$198K	0.06%	161

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PagnatoKarp Partners's BX Position: Q2 2020 in Review

PagnatoKarp Partners sold out of Blackstone (BX) in Q2 2020, closing a stake of 5,063 shares — an estimated $231K sold.

PagnatoKarp Partners first reported a position in BX in Q3 2018 and held it in 4 quarters. The position peaked at $338K in Q4 2019. 1,022 funds tracked by Wall St. Rank hold BX as of Q2 2020.

PagnatoKarp Partners reported no remaining Blackstone position as of Q2 2020 after selling out during the quarter.
PagnatoKarp Partners sold 5,063 Blackstone shares in Q2 2020, an estimated $231K.
PagnatoKarp Partners first reported a position in Blackstone in Q3 2018 and held it in 4 quarters.
PagnatoKarp Partners's Blackstone position peaked at $338K in Q4 2019.
1,022 funds tracked by Wall St. Rank held Blackstone as of Q2 2020.

Based on PagnatoKarp Partners's 13F filing for Q2 2020.