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Shine Investment Advisory Services’s Blackstone BX Stock Holding History

Shine Investment Advisory Services’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
Q3 		$24K Hold
466
– – 0.01% 421
2020
Q2 		$26K Buy
+466
New +$24.5K 0.01% 414

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Capital World Investors
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Capital International Investors
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Royal Bank of Canada
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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Shine Investment Advisory Services's BX Position: Q3 2020 in Review

Shine Investment Advisory Services held its Blackstone (BX) position steady in Q3 2020 at 466 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #421.

Shine Investment Advisory Services first reported a position in BX in Q2 2020 and has held it in 2 quarters since. The position peaked at $26K in Q2 2020. 1,025 funds tracked by Wall St. Rank hold BX as of Q3 2020.

  • Shine Investment Advisory Services held 466 shares of Blackstone worth $24K as of Q3 2020.
  • Shine Investment Advisory Services left its Blackstone share count unchanged in Q3 2020.
  • Blackstone made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #421 holding.
  • Shine Investment Advisory Services first reported a position in Blackstone in Q2 2020 and has held it in 2 quarters since.
  • Shine Investment Advisory Services's Blackstone position peaked at $26K in Q2 2020.
  • 1,025 funds tracked by Wall St. Rank held Blackstone as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.