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Wealthcare Capital Management’s Blackstone BX Stock Holding History

Wealthcare Capital 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
Q2 		– Sell
-41
Closed -$3K – 160
2021
Q1 		$3K Buy
+41
New +$2.83K ﹤0.01% 465
2020
Q1 		– Sell
-45
Closed -$3K – 306
2019
Q4 		$3K Buy
+45
New +$2.33K ﹤0.01% 346
2015
Q2 		– Sell
-107
Closed -$4K – 450
2015
Q1 		$4K Buy
+107
New +$3.87K ﹤0.01% 677

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wealthcare Capital Management's BX Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Blackstone (BX) in Q2 2021, closing a stake of 41 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in BX in Q1 2015 and held it in 3 quarters. The position peaked at $4K in Q1 2015. 1,341 funds tracked by Wall St. Rank hold BX as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Blackstone position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 41 Blackstone shares in Q2 2021, an estimated $3K.
  • Wealthcare Capital Management first reported a position in Blackstone in Q1 2015 and held it in 3 quarters.
  • Wealthcare Capital Management's Blackstone position peaked at $4K in Q1 2015.
  • 1,341 funds tracked by Wall St. Rank held Blackstone as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.