Security National Trust’s Blackstone BX Stock Holding History

Security National Trust’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 Q3	$19K	Hold	200	–	–	﹤0.01%	318
2021 Q2	$19K	Hold	200	–	–	﹤0.01%	326
2021 Q1	$15K	Buy	200 +35	+21%	+$2.42K	﹤0.01%	337
2020 Q4	$11K	Hold	165	–	–	﹤0.01%	350
2020 Q3	$9K	Hold	165	–	–	﹤0.01%	352
2020 Q2	$9K	Sell	165 -157	-49%	-$8.26K	﹤0.01%	354
2020 Q1	$15K	Hold	322	–	–	0.01%	331
2019 Q4	$18K	Buy	322 +157	+95%	+$8.14K	0.01%	327
2019 Q3	$8K	Hold	165	–	–	﹤0.01%	331
2019 Q2	$7K	Buy	+165	New	+$6.58K	﹤0.01%	339
2016 Q4	–	Sell	-1,136	Closed	-$29K	–	430
2016 Q3	$29K	Buy	+1,136	New	+$30K	0.01%	314

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Security National Trust's BX Position: Q3 2021 in Review

Security National Trust held its Blackstone (BX) position steady in Q3 2021 at 200 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Security National Trust first reported a position in BX in Q3 2016 and has held it in 11 quarters since. The position peaked at $29K in Q3 2016. 1,458 funds tracked by Wall St. Rank hold BX as of Q3 2021.

Security National Trust held 200 shares of Blackstone worth $19K as of Q3 2021.
Security National Trust left its Blackstone share count unchanged in Q3 2021.
Blackstone made up ﹤0.01% of Security National Trust's portfolio in Q3 2021, its #318 holding.
Security National Trust first reported a position in Blackstone in Q3 2016 and has held it in 11 quarters since.
Security National Trust's Blackstone position peaked at $29K in Q3 2016.
1,458 funds tracked by Wall St. Rank held Blackstone as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.