tru Independence’s Blackstone BX Stock Holding History

tru Independence’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 Q3	–	Sell	-5,500	Closed	-$311	–	393
2020 Q2	$311	Buy	+5,500	New	+$289K	0.05%	208
2020 Q1	–	Sell	-100	Closed	-$5K	–	736
2019 Q4	$5K	Buy	+100	New	+$5.19K	﹤0.01%	668

Other funds holding BX

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

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

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

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

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

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

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

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

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

tru Independence's BX Position: Q3 2020 in Review

tru Independence sold out of Blackstone (BX) in Q3 2020, closing a stake of 5,500 shares — an estimated $311 sold.

tru Independence first reported a position in BX in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q4 2019. 1,025 funds tracked by Wall St. Rank hold BX as of Q3 2020.

tru Independence reported no remaining Blackstone position as of Q3 2020 after selling out during the quarter.
tru Independence sold 5,500 Blackstone shares in Q3 2020, an estimated $311.
tru Independence first reported a position in Blackstone in Q4 2019 and held it in 2 quarters.
tru Independence's Blackstone position peaked at $5K in Q4 2019.
1,025 funds tracked by Wall St. Rank held Blackstone as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.