Reilly Financial Advisors’s Blackstone BX Stock Holding History

Reilly Financial 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
2021 Q4	$62K	Buy	+481	New	+$64.1K	﹤0.01%	367
2021 Q3	–	Sell	-470	Closed	-$46K	–	930
2021 Q2	$46K	Hold	470	–	–	﹤0.01%	387
2021 Q1	$35K	Buy	470 +18	+4%	+$1.24K	﹤0.01%	423
2020 Q4	$29K	Hold	452	–	–	﹤0.01%	416
2020 Q3	$24K	Sell	452 -80	-15%	-$4.28K	﹤0.01%	415
2020 Q2	$30K	Sell	532 -561	-51%	-$29.5K	﹤0.01%	384
2020 Q1	$50K	Hold	1,093	–	–	0.01%	295
2019 Q4	$61K	Buy	1,093 +401	+58%	+$20.8K	0.01%	311
2019 Q3	$34K	Buy	692 +367	+113%	+$17.9K	﹤0.01%	409
2019 Q2	$14K	Hold	325	–	–	﹤0.01%	602
2019 Q1	$11K	Buy	+325	New	+$10.8K	﹤0.01%	654
2018 Q1	–	Sell	-210	Closed	-$7K	–	975
2017 Q4	$7K	Hold	210	–	–	﹤0.01%	713
2017 Q3	$7K	Hold	210	–	–	﹤0.01%	689
2017 Q2	$7K	Hold	210	–	–	﹤0.01%	706
2017 Q1	$6K	Hold	210	–	–	﹤0.01%	695
2016 Q4	$6K	Hold	210	–	–	﹤0.01%	629
2016 Q3	$5K	Hold	210	–	–	﹤0.01%	635
2016 Q2	$5K	Hold	210	–	–	﹤0.01%	592
2016 Q1	$6K	Hold	210	–	–	﹤0.01%	862
2015 Q4	$6K	Sell	210 -310	-60%	-$9.88K	﹤0.01%	890
2015 Q3	$16K	Hold	520	–	–	﹤0.01%	662
2015 Q2	$21K	Buy	520 +306	+143%	+$12.6K	﹤0.01%	662
2015 Q1	$8K	Hold	214	–	–	﹤0.01%	902
2014 Q4	$7K	Sell	214 -194	-48%	-$6.07K	﹤0.01%	569
2014 Q3	$13K	Hold	408	–	–	﹤0.01%	468
2014 Q2	$13K	Hold	408	–	–	﹤0.01%	495
2014 Q1	$13K	Hold	408	–	–	﹤0.01%	505
2013 Q4	$13K	Hold	408	–	–	﹤0.01%	473
2013 Q3	$10K	Sell	408 -203	-33%	-$4.52K	﹤0.01%	466
2013 Q2	$12K	Buy	+611	New	+$12.7K	﹤0.01%	432

Other funds holding BX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Reilly Financial Advisors's BX Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Blackstone (BX) in Q4 2021: 481 shares worth $62K. The stake represents ﹤0.01% of the portfolio and ranks #367 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in BX as recently as Q2 2021.

Reilly Financial Advisors first reported a position in BX in Q2 2013 and has held it in 30 quarters since. 1,655 funds tracked by Wall St. Rank hold BX as of Q4 2021.

Reilly Financial Advisors held 481 shares of Blackstone worth $62K as of Q4 2021.
Blackstone was a new Reilly Financial Advisors position in Q4 2021.
Blackstone made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #367 holding.
Reilly Financial Advisors first reported a position in Blackstone in Q2 2013 and has held it in 30 quarters since.
1,655 funds tracked by Wall St. Rank held Blackstone as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.