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Woodley Farra Manion Portfolio Management’s Blackstone BX Stock Holding History

Woodley Farra Manion Portfolio 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
2020
Q3 		– Sell
-20
Closed -$1K – 129
2020
Q2 		$1K Hold
20
– – ﹤0.01% 383
2020
Q1 		$1K Hold
20
– – ﹤0.01% 386
2019
Q4 		$1K Buy
+20
New +$1.04K ﹤0.01% 378

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 $6.73T AUM 46.02% 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

Woodley Farra Manion Portfolio Management's BX Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Blackstone (BX) in Q3 2020, closing a stake of 20 shares — an estimated $1K sold.

Woodley Farra Manion Portfolio Management first reported a position in BX in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 1,025 funds tracked by Wall St. Rank hold BX as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining Blackstone position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 20 Blackstone shares in Q3 2020, an estimated $1K.
  • Woodley Farra Manion Portfolio Management first reported a position in Blackstone in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's Blackstone position peaked at $1K in Q2 2020.
  • 1,025 funds tracked by Wall St. Rank held Blackstone as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.