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ShoreHaven Wealth Partners’s Blackstone BX Stock Holding History

ShoreHaven Wealth 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
2021
Q2 		– Sell
-837
Closed -$62K – 92
2021
Q1 		$62K Buy
837
+230
+38% +$15.9K 0.03% 104
2020
Q4 		$39K Buy
+607
New +$35.3K 0.02% 123

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

ShoreHaven Wealth Partners's BX Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Blackstone (BX) in Q2 2021, closing a stake of 837 shares — an estimated $62K sold.

ShoreHaven Wealth Partners first reported a position in BX in Q4 2020 and held it in 2 quarters. The position peaked at $62K in Q1 2021. 1,342 funds tracked by Wall St. Rank hold BX as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Blackstone position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 837 Blackstone shares in Q2 2021, an estimated $62K.
  • ShoreHaven Wealth Partners first reported a position in Blackstone in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Blackstone position peaked at $62K in Q1 2021.
  • 1,342 funds tracked by Wall St. Rank held Blackstone as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.