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AJ Wealth Strategies’s Blackstone BX Stock Holding History

AJ Wealth Strategies’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
Q2 		$229K Buy
2,466
+75
+3% +$6.48K 0.01% 270
2023
Q1 		$210K Sell
2,391
-15,650
-87% -$1.38M 0.01% 268
2022
Q4 		$1.34M Buy
18,041
+2,423
+16% +$209K 0.07% 113
2022
Q3 		$1.31M Buy
15,618
+6,637
+74% +$643K 0.08% 111
2022
Q2 		$819K Buy
8,981
+181
+2% +$19.5K 0.04% 144
2022
Q1 		$1.12M Buy
8,800
+1,291
+17% +$157K 0.06% 130
2021
Q4 		$972K Buy
7,509
+102
+1% +$13.6K 0.05% 143
2021
Q3 		$862K Buy
7,407
+305
+4% +$35.4K 0.05% 143
2021
Q2 		$690K Buy
7,102
+60
+0.9% +$5.33K 0.04% 155
2021
Q1 		$525K Buy
7,042
+87
+1% +$6.01K 0.04% 161
2020
Q4 		$451K Sell
6,955
-3,091
-31% -$180K 0.04% 153
2020
Q3 		$524K Buy
10,046
+43
+0.4% +$2.3K 0.05% 130
2020
Q2 		$567K Buy
10,003
+45
+0.5% +$2.37K 0.06% 120
2020
Q1 		$454K Buy
+9,958
New +$551K 0.06% 102
2019
Q3 		– Sell
-5,030
Closed -$223K – 119
2019
Q2 		$223K Sell
5,030
-5,191
-51% -$207K 0.03% 92
2019
Q1 		$357K Buy
+10,221
New +$341K 0.06% 78

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

AJ Wealth Strategies's BX Position: Q2 2023 in Review

AJ Wealth Strategies increased its Blackstone (BX) stake by 3.1% in Q2 2023, buying an estimated $6.48K and bringing the position to 2,466 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #270.

AJ Wealth Strategies first reported a position in BX in Q1 2019 and has held it in 16 quarters since. The position peaked at $1.34M in Q4 2022. 1,584 funds tracked by Wall St. Rank hold BX as of Q2 2023.

  • AJ Wealth Strategies held 2,466 shares of Blackstone worth $229K as of Q2 2023.
  • AJ Wealth Strategies bought 75 Blackstone shares in Q2 2023, an estimated $6.48K.
  • Blackstone made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #270 holding.
  • AJ Wealth Strategies first reported a position in Blackstone in Q1 2019 and has held it in 16 quarters since.
  • AJ Wealth Strategies's Blackstone position peaked at $1.34M in Q4 2022.
  • 1,584 funds tracked by Wall St. Rank held Blackstone as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.