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Advisor Partners II’s Blackstone BX Stock Holding History

Advisor Partners II’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
2023
Q3 		$1.33M Buy
12,410
+1,738
+16% +$181K 0.05% 390
2023
Q2 		$992K Buy
10,672
+1,281
+14% +$111K 0.05% 390
2023
Q1 		$825K Buy
9,391
+1,685
+22% +$149K 0.05% 397
2022
Q4 		$572K Buy
7,706
+2,781
+56% +$240K 0.04% 483
2022
Q3 		$412K Buy
+4,925
New +$477K 0.03% 509

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisor Partners II's BX Position: Q3 2023 in Review

Advisor Partners II increased its Blackstone (BX) stake by 16% in Q3 2023, buying an estimated $181K and bringing the position to 12,410 shares worth $1.33M. The position accounts for 0.05% of the portfolio, ranked #390.

Advisor Partners II first reported a position in BX in Q3 2022 and has held it in 5 quarters since. 1,668 funds tracked by Wall St. Rank hold BX as of Q3 2023.

  • Advisor Partners II held 12,410 shares of Blackstone worth $1.33M as of Q3 2023.
  • Advisor Partners II bought 1,738 Blackstone shares in Q3 2023, an estimated $181K.
  • Blackstone made up 0.05% of Advisor Partners II's portfolio in Q3 2023, its #390 holding.
  • Advisor Partners II first reported a position in Blackstone in Q3 2022 and has held it in 5 quarters since.
  • 1,668 funds tracked by Wall St. Rank held Blackstone as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.