Pinnacle Advisory Group’s Blackstone BX Stock Holding History

Pinnacle Advisory Group’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	$401K	Buy	+5,375	New	+$371K	0.02%	186
2019 Q3	–	Sell	-5,790	Closed	-$257K	–	157
2019 Q2	$257K	Hold	5,790	–	–	0.02%	152
2019 Q1	$202K	Buy	+5,790	New	+$193K	0.01%	161
2018 Q4	–	Sell	-7,890	Closed	-$300K	–	153
2018 Q3	$300K	Buy	+7,890	New	+$285K	0.02%	132

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Pinnacle Advisory Group's BX Position: Q1 2021 in Review

Pinnacle Advisory Group opened a new position in Blackstone (BX) in Q1 2021: 5,375 shares worth $401K. The stake represents 0.02% of the portfolio and ranks #186 among its holdings. This is a return to the name: Pinnacle Advisory Group previously reported a position in BX as recently as Q2 2019.

Pinnacle Advisory Group first reported a position in BX in Q3 2018 and has held it in 4 quarters since. 1,210 funds tracked by Wall St. Rank hold BX as of Q1 2021.

Pinnacle Advisory Group held 5,375 shares of Blackstone worth $401K as of Q1 2021.
Blackstone was a new Pinnacle Advisory Group position in Q1 2021.
Blackstone made up 0.02% of Pinnacle Advisory Group's portfolio in Q1 2021, its #186 holding.
Pinnacle Advisory Group first reported a position in Blackstone in Q3 2018 and has held it in 4 quarters since.
1,210 funds tracked by Wall St. Rank held Blackstone as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.