9WM
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9258 Wealth Management’s Blackstone BX Stock Holding History

9258 Wealth 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
2024
Q3 		$334K Buy
2,180
+200
+10% +$27.7K 0.05% 260
2024
Q2 		$245K Buy
1,980
+63
+3% +$7.75K 0.04% 294
2024
Q1 		$252K Buy
+1,917
New +$239K 0.04% 286

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

9258 Wealth Management's BX Position: Q3 2024 in Review

9258 Wealth Management increased its Blackstone (BX) stake by 10% in Q3 2024, buying an estimated $27.7K and bringing the position to 2,180 shares worth $334K. The position accounts for 0.05% of the portfolio, ranked #260.

9258 Wealth Management first reported a position in BX in Q1 2024 and has held it in 3 quarters since. 1,940 funds tracked by Wall St. Rank hold BX as of Q3 2024.

  • 9258 Wealth Management held 2,180 shares of Blackstone worth $334K as of Q3 2024.
  • 9258 Wealth Management bought 200 Blackstone shares in Q3 2024, an estimated $27.7K.
  • Blackstone made up 0.05% of 9258 Wealth Management's portfolio in Q3 2024, its #260 holding.
  • 9258 Wealth Management first reported a position in Blackstone in Q1 2024 and has held it in 3 quarters since.
  • 1,940 funds tracked by Wall St. Rank held Blackstone as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.