Strategic Wealth Management’s Blackstone BX Stock Holding History

Strategic Wealth Management’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 Q3	–	Sell	-1,070	Closed	-$104K	–	71
2021 Q2	$104K	Hold	1,070	–	–	0.06%	64
2021 Q1	$80K	Hold	1,070	–	–	0.05%	60
2020 Q4	$69K	Sell	1,070 -93	-8%	-$5.42K	0.04%	56
2020 Q3	$61K	Sell	1,163 -51,960	-98%	-$2.78M	0.05%	58
2020 Q2	$3.01M	Sell	53,123 -5	-0%	-$263	2.79%	10
2020 Q1	$2.42M	Buy	53,128 +408	+0.8%	+$22.6K	3.21%	9
2019 Q4	$2.95M	Buy	52,720 +150	+0.3%	+$7.78K	2.8%	13
2019 Q3	$2.57M	Buy	52,570 +6,250	+13%	+$305K	2.43%	17
2019 Q2	$2.06M	Buy	+46,320	New	+$1.85M	1.6%	22

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Strategic Wealth Management's BX Position: Q3 2021 in Review

Strategic Wealth Management sold out of Blackstone (BX) in Q3 2021, closing a stake of 1,070 shares — an estimated $104K sold.

Strategic Wealth Management first reported a position in BX in Q2 2019 and held it in 9 quarters. The position peaked at $3.01M in Q2 2020. 1,457 funds tracked by Wall St. Rank hold BX as of Q3 2021.

Strategic Wealth Management reported no remaining Blackstone position as of Q3 2021 after selling out during the quarter.
Strategic Wealth Management sold 1,070 Blackstone shares in Q3 2021, an estimated $104K.
Strategic Wealth Management first reported a position in Blackstone in Q2 2019 and held it in 9 quarters.
Strategic Wealth Management's Blackstone position peaked at $3.01M in Q2 2020.
1,457 funds tracked by Wall St. Rank held Blackstone as of Q3 2021.

Based on Strategic Wealth Management's 13F filing for Q3 2021, filed 17 Nov 2021.