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Wellesley Investment Partners’s Blackstone BX Stock Holding History

Wellesley Investment Partners’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
Q1 		– Sell
-3,710
Closed -$207K – 104
2019
Q4 		$207K Sell
3,710
-500
-12% -$25.9K 0.06% 115
2019
Q3 		$206K Buy
+4,210
New +$205K 0.07% 106

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Wellesley Investment Partners's BX Position: Q1 2020 in Review

Wellesley Investment Partners sold out of Blackstone (BX) in Q1 2020, closing a stake of 3,710 shares — an estimated $207K sold.

Wellesley Investment Partners first reported a position in BX in Q3 2019 and held it in 2 quarters. The position peaked at $207K in Q4 2019. 1,005 funds tracked by Wall St. Rank hold BX as of Q1 2020.

  • Wellesley Investment Partners reported no remaining Blackstone position as of Q1 2020 after selling out during the quarter.
  • Wellesley Investment Partners sold 3,710 Blackstone shares in Q1 2020, an estimated $207K.
  • Wellesley Investment Partners first reported a position in Blackstone in Q3 2019 and held it in 2 quarters.
  • Wellesley Investment Partners's Blackstone position peaked at $207K in Q4 2019.
  • 1,005 funds tracked by Wall St. Rank held Blackstone as of Q1 2020.

Based on Wellesley Investment Partners's 13F filing for Q1 2020, filed 11 May 2020.