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Stonebridge Financial Planning Group’s Blackstone BX Stock Holding History

Stonebridge Financial Planning Group’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
2022
Q1 		– Sell
-622
Closed -$77K – 143
2021
Q4 		$77K Hold
622
– – 0.04% 186
2021
Q3 		$90K Hold
622
– – 0.04% 176
2021
Q2 		$63K Hold
622
– – 0.03% 190
2021
Q1 		$48K Hold
622
– – 0.03% 216
2020
Q4 		$40K Buy
622
+600
+2,727% +$34.9K 0.03% 215
2020
Q3 		$1K Hold
22
– – ﹤0.01% 373
2020
Q2 		$1K Hold
22
– – ﹤0.01% 382
2020
Q1 		$1K Hold
22
– – ﹤0.01% 397
2019
Q4 		$1K Buy
+22
New +$1.14K ﹤0.01% 350

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Stonebridge Financial Planning Group's BX Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Blackstone (BX) in Q1 2022, closing a stake of 622 shares — an estimated $77K sold.

Stonebridge Financial Planning Group first reported a position in BX in Q4 2019 and held it in 9 quarters. The position peaked at $90K in Q3 2021. 1,687 funds tracked by Wall St. Rank hold BX as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Blackstone position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 622 Blackstone shares in Q1 2022, an estimated $77K.
  • Stonebridge Financial Planning Group first reported a position in Blackstone in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's Blackstone position peaked at $90K in Q3 2021.
  • 1,687 funds tracked by Wall St. Rank held Blackstone as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.