Apriem Advisors’s Blackstone BX Stock Holding History

Apriem 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 Q2	–	Sell	-1,682	Closed	-$214K	–	144
2022 Q1	$214K	Buy	+1,682	New	+$205K	0.03%	135
2018 Q3	–	Sell	-366	Closed	-$12K	–	178
2018 Q2	$12K	Buy	+366	New	+$11.6K	﹤0.01%	400
2014 Q2	–	Sell	-204	Closed	-$7K	–	484
2014 Q1	$7K	Hold	204	–	–	﹤0.01%	381
2013 Q4	$6K	Hold	204	–	–	﹤0.01%	398
2013 Q3	$5K	Hold	204	–	–	﹤0.01%	404
2013 Q2	$4K	Buy	+204	New	+$4.25K	﹤0.01%	391

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

Apriem Advisors's BX Position: Q2 2022 in Review

Apriem Advisors sold out of Blackstone (BX) in Q2 2022, closing a stake of 1,682 shares — an estimated $214K sold.

Apriem Advisors first reported a position in BX in Q2 2013 and held it in 6 quarters. The position peaked at $214K in Q1 2022. 1,593 funds tracked by Wall St. Rank hold BX as of Q2 2022.

Apriem Advisors reported no remaining Blackstone position as of Q2 2022 after selling out during the quarter.
Apriem Advisors sold 1,682 Blackstone shares in Q2 2022, an estimated $214K.
Apriem Advisors first reported a position in Blackstone in Q2 2013 and held it in 6 quarters.
Apriem Advisors's Blackstone position peaked at $214K in Q1 2022.
1,593 funds tracked by Wall St. Rank held Blackstone as of Q2 2022.

Based on Apriem Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.