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Wealthstreet Investment Advisors’s Blackstone BX Stock Holding History

Wealthstreet Investment Advisors’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
-32,298
Closed -$2.41M – 123
2021
Q1 		$2.41M Buy
32,298
+400
+1% +$27.6K 0.23% 102
2020
Q4 		$2.07M Sell
31,898
-48
-0.2% -$2.79K 0.21% 108
2020
Q3 		$1.67M Hold
31,946
– – 0.19% 117
2020
Q2 		$1.81M Sell
31,946
-850
-3% -$44.7K 0.22% 102
2020
Q1 		$1.5M Sell
32,796
-50
-0.2% -$2.77K 0.22% 102
2019
Q4 		$1.84M Hold
32,846
– – 0.21% 106
2019
Q3 		$1.74M Hold
32,846
– – 0.22% 98
2019
Q2 		$1.46M Sell
32,846
-750
-2% -$29.9K 0.19% 117
2019
Q1 		$1.18M Sell
33,596
-709
-2% -$23.7K 0.16% 130
2018
Q4 		$1.14M Buy
34,305
+800
+2% +$26.4K 0.16% 127
2018
Q3 		$1.28M Buy
33,505
+350
+1% +$12.6K 0.16% 132
2018
Q2 		$1.07M Buy
33,155
+1,705
+5% +$54.3K 0.14% 145
2018
Q1 		$1M Buy
31,450
+900
+3% +$30.7K 0.13% 152
2017
Q4 		$978K Buy
+30,550
New +$995K 0.12% 159

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wealthstreet Investment Advisors's BX Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Blackstone (BX) in Q2 2021, closing a stake of 32,298 shares — an estimated $2.41M sold.

Wealthstreet Investment Advisors first reported a position in BX in Q4 2017 and held it in 14 quarters. The position peaked at $2.41M in Q1 2021. 1,342 funds tracked by Wall St. Rank hold BX as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Blackstone position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 32,298 Blackstone shares in Q2 2021, an estimated $2.41M.
  • Wealthstreet Investment Advisors first reported a position in Blackstone in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Blackstone position peaked at $2.41M in Q1 2021.
  • 1,342 funds tracked by Wall St. Rank held Blackstone as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.