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Alera Investment Advisors’s Blackstone BX Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$325K Buy
2,123
+353
+20% +$49K 0.04% 197
2024
Q2 		$219K Buy
+1,770
New +$218K 0.03% 244

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alera Investment Advisors's BX Position: Q3 2024 in Review

Alera Investment Advisors increased its Blackstone (BX) stake by 20% in Q3 2024, buying an estimated $49K and bringing the position to 2,123 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #197.

Alera Investment Advisors first reported a position in BX in Q2 2024 and has held it in 2 quarters since. 1,941 funds tracked by Wall St. Rank hold BX as of Q3 2024.

  • Alera Investment Advisors held 2,123 shares of Blackstone worth $325K as of Q3 2024.
  • Alera Investment Advisors bought 353 Blackstone shares in Q3 2024, an estimated $49K.
  • Blackstone made up 0.04% of Alera Investment Advisors's portfolio in Q3 2024, its #197 holding.
  • Alera Investment Advisors first reported a position in Blackstone in Q2 2024 and has held it in 2 quarters since.
  • 1,941 funds tracked by Wall St. Rank held Blackstone as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.