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1834 Investment Advisors’s Blackstone BX Stock Holding History

1834 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
2024
Q1 		– Sell
-2,096
Closed -$274K – 220
2023
Q4 		$274K Sell
2,096
-53
-2% -$5.73K 0.03% 205
2023
Q3 		$230K Sell
2,149
-510
-19% -$53.1K 0.03% 220
2023
Q2 		$247K Sell
2,659
-120
-4% -$10.4K 0.03% 222
2023
Q1 		$244K Sell
2,779
-288
-9% -$25.4K 0.03% 222
2022
Q4 		$228K Sell
3,067
-538
-15% -$46.5K 0.03% 173
2022
Q3 		$302K Sell
3,605
-1,319
-27% -$128K 0.05% 160
2022
Q2 		$449K Buy
+4,924
New +$532K 0.06% 131
2022
Q1 		– Sell
-50
Closed -$6K – 444
2021
Q4 		$6K Sell
50
-45
-47% -$6K ﹤0.01% 410
2021
Q3 		$11K Sell
95
-116
-55% -$13.5K ﹤0.01% 387
2021
Q2 		$20K Sell
211
-4,966
-96% -$441K ﹤0.01% 362
2021
Q1 		$386K Buy
5,177
+1,938
+60% +$134K 0.05% 144
2020
Q4 		$210K Buy
3,239
+221
+7% +$12.9K 0.03% 187
2020
Q3 		$158K Buy
3,018
+20
+0.7% +$1.07K 0.02% 198
2020
Q2 		$170K Sell
2,998
-1,450
-33% -$76.3K 0.03% 186
2020
Q1 		$203K Hold
4,448
– – 0.04% 171
2019
Q4 		$249K Sell
4,448
-100
-2% -$5.19K 0.04% 176
2019
Q3 		$222K Sell
4,548
-4,758
-51% -$232K 0.03% 190
2019
Q2 		$414K Buy
9,306
+1,306
+16% +$52.1K 0.06% 128
2019
Q1 		$280K Buy
8,000
+2,200
+38% +$73.4K 0.04% 163
2018
Q4 		$173K Hold
5,800
– – 0.03% 194
2018
Q3 		$221K Buy
5,800
+2,585
+80% +$93.4K 0.03% 182
2018
Q2 		$103K Buy
3,215
+215
+7% +$6.84K 0.02% 224
2018
Q1 		$96K Hold
3,000
– – 0.02% 221
2017
Q4 		$96K Buy
+3,000
New +$97.7K 0.02% 242

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1834 Investment Advisors's BX Position: Q1 2024 in Review

1834 Investment Advisors sold out of Blackstone (BX) in Q1 2024, closing a stake of 2,096 shares — an estimated $274K sold.

1834 Investment Advisors first reported a position in BX in Q4 2017 and held it in 24 quarters. The position peaked at $449K in Q2 2022. 1,848 funds tracked by Wall St. Rank hold BX as of Q1 2024.

  • 1834 Investment Advisors reported no remaining Blackstone position as of Q1 2024 after selling out during the quarter.
  • 1834 Investment Advisors sold 2,096 Blackstone shares in Q1 2024, an estimated $274K.
  • 1834 Investment Advisors first reported a position in Blackstone in Q4 2017 and held it in 24 quarters.
  • 1834 Investment Advisors's Blackstone position peaked at $449K in Q2 2022.
  • 1,848 funds tracked by Wall St. Rank held Blackstone as of Q1 2024.

Based on 1834 Investment Advisors's 13F filing for Q1 2024, filed 1 May 2024.