Albion Financial Group’s Blackstone BX Stock Holding History

Albion Financial 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 Q3	–	Sell	-5	Closed	–	–	452
2022 Q2	$0	Hold	5	–	–	﹤0.01%	537
2022 Q1	$1K	Sell	5 -5	-50%	-$610	﹤0.01%	511
2021 Q4	$1K	Buy	+10	New	+$1.33K	﹤0.01%	565

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Albion Financial Group's BX Position: Q3 2022 in Review

Albion Financial Group sold out of Blackstone (BX) in Q3 2022, closing a stake of 5 shares.

Albion Financial Group first reported a position in BX in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 1,540 funds tracked by Wall St. Rank hold BX as of Q3 2022.

Albion Financial Group reported no remaining Blackstone position as of Q3 2022 after selling out during the quarter.
Albion Financial Group sold 5 Blackstone shares in Q3 2022.
Albion Financial Group first reported a position in Blackstone in Q4 2021 and held it in 3 quarters.
Albion Financial Group's Blackstone position peaked at $1K in Q1 2022.
1,540 funds tracked by Wall St. Rank held Blackstone as of Q3 2022.

Based on Albion Financial Group's 13F filing for Q3 2022, filed 27 Oct 2022.