Strategic Wealth Management Group’s Blackstone BX Stock Holding History

Strategic Wealth Management 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
2021 Q2	$920K	Buy	9,468 +1	+0%	+$89	0.34%	42
2021 Q1	$706K	Buy	9,467 +75	+0.8%	+$5.18K	0.27%	50
2020 Q4	$609K	Buy	9,392 +77	+0.8%	+$4.48K	0.26%	53
2020 Q3	$486K	Buy	9,315 +55	+0.6%	+$2.94K	0.24%	57
2020 Q2	$525K	Sell	9,260 -142	-2%	-$7.47K	0.31%	45
2020 Q1	$428K	Buy	9,402 +76	+0.8%	+$4.2K	0.32%	42
2019 Q4	$522K	Buy	9,326 +85	+0.9%	+$4.41K	0.34%	42
2019 Q3	$451K	Buy	9,241 +213	+2%	+$10.4K	0.32%	44
2019 Q2	$401K	Sell	9,028 -467	-5%	-$18.6K	0.31%	45
2019 Q1	$332K	Sell	9,495 -664	-7%	-$22.2K	0.27%	55
2018 Q4	$303K	Buy	+10,159	New	+$336K	0.29%	56

Other funds holding BX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Strategic Wealth Management Group's BX Position: Q2 2021 in Review

Strategic Wealth Management Group increased its Blackstone (BX) stake by 0.01% in Q2 2021, buying an estimated $89 and bringing the position to 9,468 shares worth $920K. The position accounts for 0.34% of the portfolio, ranked #42.

Strategic Wealth Management Group first reported a position in BX in Q4 2018 and has held it in 11 quarters since. 1,341 funds tracked by Wall St. Rank hold BX as of Q2 2021.

Strategic Wealth Management Group held 9,468 shares of Blackstone worth $920K as of Q2 2021.
Strategic Wealth Management Group bought 1 Blackstone share in Q2 2021, an estimated $89.
Blackstone made up 0.34% of Strategic Wealth Management Group's portfolio in Q2 2021, its #42 holding.
Strategic Wealth Management Group first reported a position in Blackstone in Q4 2018 and has held it in 11 quarters since.
1,341 funds tracked by Wall St. Rank held Blackstone as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.