Squar Milner Financial Services’s Blackstone BX Stock Holding History

Squar Milner Financial 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 Q2	–	Sell	-951	Closed	-$43K	–	282
2020 Q1	$43K	Sell	951 -2,975	-76%	-$165K	0.03%	371
2019 Q4	$219K	Buy	+3,926	New	+$204K	0.11%	187
2019 Q3	–	Sell	-4,926	Closed	-$219K	–	290
2019 Q2	$219K	Sell	4,926 -4,250	-46%	-$169K	0.15%	150
2019 Q1	$320K	Hold	9,176	–	–	0.24%	101
2018 Q4	$274K	Sell	9,176 -240	-3%	-$7.93K	0.26%	99
2018 Q3	$359K	Sell	9,416 -215	-2%	-$7.77K	0.32%	79
2018 Q2	$310K	Hold	9,631	–	–	0.27%	98
2018 Q1	$308K	Hold	9,631	–	–	0.39%	89
2017 Q4	$352K	Buy	+9,631	New	+$314K	0.43%	81

Other funds holding BX

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Squar Milner Financial Services's BX Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Blackstone (BX) in Q2 2020, closing a stake of 951 shares — an estimated $43K sold.

Squar Milner Financial Services first reported a position in BX in Q4 2017 and held it in 9 quarters. The position peaked at $359K in Q3 2018. 1,022 funds tracked by Wall St. Rank hold BX as of Q2 2020.

Squar Milner Financial Services reported no remaining Blackstone position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 951 Blackstone shares in Q2 2020, an estimated $43K.
Squar Milner Financial Services first reported a position in Blackstone in Q4 2017 and held it in 9 quarters.
Squar Milner Financial Services's Blackstone position peaked at $359K in Q3 2018.
1,022 funds tracked by Wall St. Rank held Blackstone as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.