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Wealthspire Advisors (Maryland)’s Blackstone BX Stock Holding History

Wealthspire Advisors (Maryland)’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 		$1.74M Buy
33,252
+6,204
+23% +$332K 0.06% 141
2020
Q2 		$1.53M Sell
27,048
-112
-0.4% -$5.89K 0.11% 115
2020
Q1 		$1.24M Buy
27,160
+5,450
+25% +$301K 0.11% 120
2019
Q4 		$1.21M Buy
21,710
+4,847
+29% +$251K 0.08% 143
2019
Q3 		$824K Buy
+16,863
New +$822K 0.06% 170
2019
Q2 		– Sell
-8,500
Closed -$297K – 687
2019
Q1 		$297K Sell
8,500
-54
-0.6% -$1.8K 0.02% 359
2018
Q4 		$255K Sell
8,554
-203
-2% -$6.71K 0.02% 357
2018
Q3 		$333K Sell
8,757
-89
-1% -$3.21K 0.03% 331
2018
Q2 		$285K Sell
8,846
-8,458
-49% -$269K 0.03% 379
2018
Q1 		$553K Sell
17,304
-4,583
-21% -$156K 0.05% 223
2017
Q4 		$701K Sell
21,887
-28,397
-56% -$925K 0.07% 190
2017
Q3 		$1.68M Sell
50,284
-1,825
-4% -$60.1K 0.18% 85
2017
Q2 		$1.74M Buy
52,109
+48,108
+1,202% +$1.51M 0.21% 80
2017
Q1 		$119K Sell
4,001
-2,568
-39% -$77.2K 0.02% 536
2016
Q4 		$178K Buy
6,569
+2,259
+52% +$58.6K 0.03% 405
2016
Q3 		$208K Sell
4,310
-185
-4% -$4.88K 0.03% 369
2016
Q2 		$204K Buy
4,495
+260
+6% +$6.92K 0.03% 359
2016
Q1 		$226K Sell
4,235
-448
-10% -$11.8K 0.04% 323
2015
Q4 		$231K Buy
+4,683
New +$149K 0.04% 329

Other funds holding BX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BX Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Blackstone (BX) stake by 23% in Q3 2020, buying an estimated $332K and bringing the position to 33,252 shares worth $1.74M. The position accounts for 0.06% of the portfolio, ranked #141.

Wealthspire Advisors (Maryland) first reported a position in BX in Q4 2015 and has held it in 19 quarters since. The position peaked at $1.74M in Q2 2017. 1,025 funds tracked by Wall St. Rank hold BX as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 33,252 shares of Blackstone worth $1.74M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 6,204 Blackstone shares in Q3 2020, an estimated $332K.
  • Blackstone made up 0.06% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #141 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Blackstone in Q4 2015 and has held it in 19 quarters since.
  • Wealthspire Advisors (Maryland)'s Blackstone position peaked at $1.74M in Q2 2017.
  • 1,025 funds tracked by Wall St. Rank held Blackstone as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.