SFP
BX icon

Sterling Financial Planning’s Blackstone BX Stock Holding History

Sterling Financial Planning’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 		– Sell
-85
Closed -$10K – 143
2021
Q3 		$10K Hold
85
– – 0.01% 320
2021
Q2 		$8K Buy
85
+1
+1% +$89 0.01% 314
2021
Q1 		$6K Buy
84
+1
+1% +$69 ﹤0.01% 302
2020
Q4 		$5K Buy
+83
New +$4.83K ﹤0.01% 293

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sterling Financial Planning's BX Position: Q4 2021 in Review

Sterling Financial Planning sold out of Blackstone (BX) in Q4 2021, closing a stake of 85 shares — an estimated $10K sold.

Sterling Financial Planning first reported a position in BX in Q4 2020 and held it in 4 quarters. The position peaked at $10K in Q3 2021. 1,654 funds tracked by Wall St. Rank hold BX as of Q4 2021.

  • Sterling Financial Planning reported no remaining Blackstone position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 85 Blackstone shares in Q4 2021, an estimated $10K.
  • Sterling Financial Planning first reported a position in Blackstone in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Blackstone position peaked at $10K in Q3 2021.
  • 1,654 funds tracked by Wall St. Rank held Blackstone as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.