AIP
BX icon

Ahrens Investment Partners’s Blackstone BX Stock Holding History

Ahrens Investment Partners’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
Q1 		$191K Sell
2,171
-696
-24% -$61.5K 0.09% 151
2022
Q4 		$213K Buy
+2,867
New +$248K 0.1% 153
2022
Q3 		– Sell
-1,912
Closed -$174K – 265
2022
Q2 		$174K Sell
1,912
-24
-1% -$2.59K 0.08% 168
2022
Q1 		$246K Buy
1,936
+174
+10% +$21.2K 0.08% 160
2021
Q4 		$228K Buy
+1,762
New +$235K 0.1% 169

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ahrens Investment Partners's BX Position: Q1 2023 in Review

Ahrens Investment Partners reduced its Blackstone (BX) stake by 24% in Q1 2023, selling an estimated $61.5K and leaving 2,171 shares worth $191K. The position accounts for 0.09% of the portfolio, ranked #151.

Ahrens Investment Partners first reported a position in BX in Q4 2021 and has held it in 5 quarters since. The position peaked at $246K in Q1 2022. 1,562 funds tracked by Wall St. Rank hold BX as of Q1 2023.

  • Ahrens Investment Partners held 2,171 shares of Blackstone worth $191K as of Q1 2023.
  • Ahrens Investment Partners sold 696 Blackstone shares in Q1 2023, an estimated $61.5K.
  • Blackstone made up 0.09% of Ahrens Investment Partners's portfolio in Q1 2023, its #151 holding.
  • Ahrens Investment Partners first reported a position in Blackstone in Q4 2021 and has held it in 5 quarters since.
  • Ahrens Investment Partners's Blackstone position peaked at $246K in Q1 2022.
  • 1,562 funds tracked by Wall St. Rank held Blackstone as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.