APA
BX icon

American Portfolios Advisors’s Blackstone BX Stock Holding History

American Portfolios 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
2022
Q3 		$2.32M Sell
27,708
-633
-2% -$61.3K 0.1% 211
2022
Q2 		$2.59M Sell
28,341
-790
-3% -$85.3K 0.11% 200
2022
Q1 		$3.7M Sell
29,131
-10,152
-26% -$1.24M 0.13% 167
2021
Q4 		$5.08M Sell
39,283
-3,858
-9% -$514K 0.17% 113
2021
Q3 		$5.02M Buy
43,141
+9,283
+27% +$1.08M 0.19% 97
2021
Q2 		$3.29M Buy
33,858
+3,691
+12% +$328K 0.13% 161
2021
Q1 		$2.25M Buy
30,167
+15,291
+103% +$1.06M 0.1% 202
2020
Q4 		$964K Sell
14,876
-6,679
-31% -$389K 0.05% 355
2020
Q3 		$1.13M Sell
21,555
-3,206
-13% -$172K 0.06% 265
2020
Q2 		$1.4M Buy
24,761
+1,255
+5% +$66.1K 0.09% 209
2020
Q1 		$1.07M Sell
23,506
-1,675
-7% -$92.7K 0.09% 207
2019
Q4 		$1.41M Buy
25,181
+2,210
+10% +$115K 0.1% 204
2019
Q3 		$1.12M Sell
22,971
-689
-3% -$33.6K 0.09% 226
2019
Q2 		$1.05M Buy
23,660
+2,947
+14% +$118K 0.09% 228
2019
Q1 		$724K Buy
20,713
+6,521
+46% +$218K 0.07% 270
2018
Q4 		$423K Sell
14,192
-7,498
-35% -$248K 0.05% 316
2018
Q3 		$826K Buy
21,690
+1,359
+7% +$49.1K 0.09% 211
2018
Q2 		$654K Buy
20,331
+1,597
+9% +$50.8K 0.09% 227
2018
Q1 		$599K Buy
18,734
+1,338
+8% +$45.6K 0.09% 223
2017
Q4 		$557K Buy
+17,396
New +$566K 0.09% 229

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Portfolios Advisors's BX Position: Q3 2022 in Review

American Portfolios Advisors reduced its Blackstone (BX) stake by 2.2% in Q3 2022, selling an estimated $61.3K and leaving 27,708 shares worth $2.32M. The position accounts for 0.1% of the portfolio, ranked #211.

American Portfolios Advisors first reported a position in BX in Q4 2017 and has held it in 20 quarters since. The position peaked at $5.08M in Q4 2021. 1,539 funds tracked by Wall St. Rank hold BX as of Q3 2022.

  • American Portfolios Advisors held 27,708 shares of Blackstone worth $2.32M as of Q3 2022.
  • American Portfolios Advisors sold 633 Blackstone shares in Q3 2022, an estimated $61.3K.
  • Blackstone made up 0.1% of American Portfolios Advisors's portfolio in Q3 2022, its #211 holding.
  • American Portfolios Advisors first reported a position in Blackstone in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Blackstone position peaked at $5.08M in Q4 2021.
  • 1,539 funds tracked by Wall St. Rank held Blackstone as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.