WQ
BX icon

Wealth Quarterback’s Blackstone BX Stock Holding History

Wealth Quarterback’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 		$29K Buy
249
+2
+0.8% +$232 0.02% 311
2021
Q2 		$24K Buy
+247
New +$21.9K 0.01% 319
2020
Q2 		– Sell
-237
Closed -$10.8K – 196
2020
Q1 		$10.8K Buy
+237
New +$13.1K 0.01% 452

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wealth Quarterback's BX Position: Q3 2021 in Review

Wealth Quarterback increased its Blackstone (BX) stake by 0.81% in Q3 2021, buying an estimated $232 and bringing the position to 249 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #311.

Wealth Quarterback first reported a position in BX in Q1 2020 and has held it in 3 quarters since. 1,457 funds tracked by Wall St. Rank hold BX as of Q3 2021.

  • Wealth Quarterback held 249 shares of Blackstone worth $29K as of Q3 2021.
  • Wealth Quarterback bought 2 Blackstone shares in Q3 2021, an estimated $232.
  • Blackstone made up 0.02% of Wealth Quarterback's portfolio in Q3 2021, its #311 holding.
  • Wealth Quarterback first reported a position in Blackstone in Q1 2020 and has held it in 3 quarters since.
  • 1,457 funds tracked by Wall St. Rank held Blackstone as of Q3 2021.

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