Advocate Group’s Blackstone BX Stock Holding History

Advocate Group’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
2022 Q4	–	Sell	-2,965	Closed	-$248K	–	119
2022 Q3	$248K	Buy	2,965 +113	+4%	+$10.9K	0.06%	104
2022 Q2	$260K	Buy	+2,852	New	+$308K	0.06%	106

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CSA

Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return

Advocate Group's BX Position: Q4 2022 in Review

Advocate Group sold out of Blackstone (BX) in Q4 2022, closing a stake of 2,965 shares — an estimated $248K sold.

Advocate Group first reported a position in BX in Q2 2022 and held it in 2 quarters. The position peaked at $260K in Q2 2022. 1,557 funds tracked by Wall St. Rank hold BX as of Q4 2022.

Advocate Group reported no remaining Blackstone position as of Q4 2022 after selling out during the quarter.
Advocate Group sold 2,965 Blackstone shares in Q4 2022, an estimated $248K.
Advocate Group first reported a position in Blackstone in Q2 2022 and held it in 2 quarters.
Advocate Group's Blackstone position peaked at $260K in Q2 2022.
1,557 funds tracked by Wall St. Rank held Blackstone as of Q4 2022.

Based on Advocate Group's 13F filing for Q4 2022, filed 18 Jan 2023.