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TrueWealth LLC’s Blackstone BX Stock Holding History

TrueWealth LLC’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
Q2 		$7K Buy
115
+1
+0.9% +$53 ﹤0.01% 517
2020
Q1 		$5K Hold
114
– – ﹤0.01% 542
2019
Q4 		$6K Buy
+114
New +$5.91K ﹤0.01% 539

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TrueWealth LLC's BX Position: Q2 2020 in Review

TrueWealth LLC increased its Blackstone (BX) stake by 0.88% in Q2 2020, buying an estimated $53 and bringing the position to 115 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

TrueWealth LLC first reported a position in BX in Q4 2019 and has held it in 3 quarters since. 1,022 funds tracked by Wall St. Rank hold BX as of Q2 2020.

  • TrueWealth LLC held 115 shares of Blackstone worth $7K as of Q2 2020.
  • TrueWealth LLC bought 1 Blackstone share in Q2 2020, an estimated $53.
  • Blackstone made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #517 holding.
  • TrueWealth LLC first reported a position in Blackstone in Q4 2019 and has held it in 3 quarters since.
  • 1,022 funds tracked by Wall St. Rank held Blackstone as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.