American Trust Investment Advisors’s Blackstone BX Stock Holding History

American Trust 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
2025 Q1	–	Sell	-1,240	Closed	-$214K	–	104
2024 Q4	$214K	Buy	+1,240	New	+$216K	0.09%	107
2019 Q4	–	Sell	-5,105	Closed	-$249K	–	75
2019 Q3	$249K	Hold	5,105	–	–	0.19%	59
2019 Q2	$227K	Buy	+5,105	New	+$204K	0.18%	68
2018 Q4	–	Sell	-6,580	Closed	-$251K	–	73
2018 Q3	$251K	Hold	6,580	–	–	0.2%	64
2018 Q2	$212K	Hold	6,580	–	–	0.17%	72
2018 Q1	$210K	Buy	+6,580	New	+$224K	0.17%	77

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

American Trust Investment Advisors's BX Position: Q1 2025 in Review

American Trust Investment Advisors sold out of Blackstone (BX) in Q1 2025, closing a stake of 1,240 shares — an estimated $214K sold.

American Trust Investment Advisors first reported a position in BX in Q1 2018 and held it in 6 quarters. The position peaked at $251K in Q3 2018. 2,088 funds tracked by Wall St. Rank hold BX as of Q1 2025.

American Trust Investment Advisors reported no remaining Blackstone position as of Q1 2025 after selling out during the quarter.
American Trust Investment Advisors sold 1,240 Blackstone shares in Q1 2025, an estimated $214K.
American Trust Investment Advisors first reported a position in Blackstone in Q1 2018 and held it in 6 quarters.
American Trust Investment Advisors's Blackstone position peaked at $251K in Q3 2018.
2,088 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on American Trust Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.