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World Asset Management’s Blackstone BX Stock Holding History

World Asset 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
Q3 		$1.14M Sell
9,826
-1,065
-10% -$124K 0.11% 181
2021
Q2 		$1.06M Buy
+10,891
New +$967K 0.1% 207
2019
Q4 		– Sell
-6,308
Closed -$308K – 1108
2019
Q3 		$308K Buy
+6,308
New +$308K 0.01% 822

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

World Asset Management's BX Position: Q3 2021 in Review

World Asset Management reduced its Blackstone (BX) stake by 9.8% in Q3 2021, selling an estimated $124K and leaving 9,826 shares worth $1.14M. The position accounts for 0.11% of the portfolio, ranked #181.

World Asset Management first reported a position in BX in Q3 2019 and has held it in 3 quarters since. 1,457 funds tracked by Wall St. Rank hold BX as of Q3 2021.

  • World Asset Management held 9,826 shares of Blackstone worth $1.14M as of Q3 2021.
  • World Asset Management sold 1,065 Blackstone shares in Q3 2021, an estimated $124K.
  • Blackstone made up 0.11% of World Asset Management's portfolio in Q3 2021, its #181 holding.
  • World Asset Management first reported a position in Blackstone in Q3 2019 and has held it in 3 quarters since.
  • 1,457 funds tracked by Wall St. Rank held Blackstone as of Q3 2021.

Based on World Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.