1620 Investment Advisors’s Blackstone BX Stock Holding History

1620 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
2026 Q2	$950K	Buy	8,070 +2,826	+54%	+$340K	0.59%	37
2026 Q1	$603K	Buy	5,244 +122	+2%	+$15.9K	0.41%	71
2025 Q4	$790K	Sell	5,122 -80	-2%	-$12.2K	0.53%	53
2025 Q3	$889K	Sell	5,202 -37	-0.7%	-$6.34K	0.6%	41
2025 Q2	$784K	Buy	5,239 +173	+3%	+$23.8K	0.56%	47
2025 Q1	$708K	Buy	5,066 +62	+1%	+$10.1K	0.54%	46
2024 Q4	$863K	Buy	5,004 +20	+0.4%	+$3.48K	0.65%	34
2024 Q3	$763K	Buy	4,984 +124	+3%	+$17.2K	0.55%	44
2024 Q2	$602K	Buy	4,860 +4,529	+1,368%	+$557K	0.46%	56
2024 Q1	$670K	Sell	331 -4,731	-93%	-$591K	0.67%	46
2023 Q4	$663K	Buy	5,062 +12	+0.2%	+$1.3K	0.72%	43
2023 Q3	$541K	Sell	5,050 -3	-0.1%	-$312	0.61%	54
2023 Q2	$470K	Buy	5,053 +30	+0.6%	+$2.59K	0.51%	66
2023 Q1	$441K	Buy	5,023 +70	+1%	+$6.18K	0.53%	64
2022 Q4	$367K	Buy	4,953 +154	+3%	+$13.3K	0.45%	79
2022 Q3	$402K	Buy	4,799 +100	+2%	+$9.69K	0.59%	61
2022 Q2	$429K	Sell	4,699 -1,612	-26%	-$174K	0.59%	61
2022 Q1	$817K	Hold	6,311	–	–	0.89%	35
2021 Q4	$817K	Buy	+6,311	New	+$841K	0.91%	35

Other funds holding BX

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return