Altium Wealth Management’s Blackstone BX Stock Holding History

Altium Wealth Management’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 Q2	$461K	Sell	5,053 -177	-3%	-$19.1K	0.03%	252
2022 Q1	$664K	Buy	5,230 +376	+8%	+$45.9K	0.04%	216
2021 Q4	$628K	Buy	4,854 +18	+0.4%	+$2.4K	0.04%	212
2021 Q3	$563K	Buy	4,836 +9	+0.2%	+$1.04K	0.04%	208
2021 Q2	$469K	Buy	4,827 +20	+0.4%	+$1.78K	0.03%	246
2021 Q1	$358K	Sell	4,807 -1,818	-27%	-$126K	0.03%	274
2020 Q4	$429K	Buy	6,625 +1,550	+31%	+$90.3K	0.04%	225
2020 Q3	$265K	Sell	5,075 -58	-1%	-$3.1K	0.03%	284
2020 Q2	$291K	Buy	+5,133	New	+$270K	0.03%	274
2020 Q1	–	Sell	-4,584	Closed	-$256K	–	330
2019 Q4	$256K	Buy	4,584 +182	+4%	+$9.44K	0.03%	237
2019 Q3	$215K	Buy	+4,402	New	+$215K	0.03%	258

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Altium Wealth Management's BX Position: Q2 2022 in Review

Altium Wealth Management reduced its Blackstone (BX) stake by 3.4% in Q2 2022, selling an estimated $19.1K and leaving 5,053 shares worth $461K. The position accounts for 0.03% of the portfolio, ranked #252.

Altium Wealth Management first reported a position in BX in Q3 2019 and has held it in 11 quarters since. The position peaked at $664K in Q1 2022. 1,593 funds tracked by Wall St. Rank hold BX as of Q2 2022.

Altium Wealth Management held 5,053 shares of Blackstone worth $461K as of Q2 2022.
Altium Wealth Management sold 177 Blackstone shares in Q2 2022, an estimated $19.1K.
Blackstone made up 0.03% of Altium Wealth Management's portfolio in Q2 2022, its #252 holding.
Altium Wealth Management first reported a position in Blackstone in Q3 2019 and has held it in 11 quarters since.
Altium Wealth Management's Blackstone position peaked at $664K in Q1 2022.
1,593 funds tracked by Wall St. Rank held Blackstone as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.