ATWA
BX icon

Arbor Trust Wealth Advisors’s Blackstone BX Stock Holding History

Arbor Trust Wealth 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
2023
Q2 		– Sell
-3,456
Closed -$304K – 97
2023
Q1 		$304K Hold
3,456
– – 0.2% 77
2022
Q4 		$256K Sell
3,456
-937
-21% -$80.9K 0.18% 84
2022
Q3 		$368K Hold
4,393
– – 0.28% 65
2022
Q2 		$401K Hold
4,393
– – 0.28% 67
2022
Q1 		$558K Buy
+4,393
New +$536K 0.33% 61

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arbor Trust Wealth Advisors's BX Position: Q2 2023 in Review

Arbor Trust Wealth Advisors sold out of Blackstone (BX) in Q2 2023, closing a stake of 3,456 shares — an estimated $304K sold.

Arbor Trust Wealth Advisors first reported a position in BX in Q1 2022 and held it in 5 quarters. The position peaked at $558K in Q1 2022. 1,584 funds tracked by Wall St. Rank hold BX as of Q2 2023.

  • Arbor Trust Wealth Advisors reported no remaining Blackstone position as of Q2 2023 after selling out during the quarter.
  • Arbor Trust Wealth Advisors sold 3,456 Blackstone shares in Q2 2023, an estimated $304K.
  • Arbor Trust Wealth Advisors first reported a position in Blackstone in Q1 2022 and held it in 5 quarters.
  • Arbor Trust Wealth Advisors's Blackstone position peaked at $558K in Q1 2022.
  • 1,584 funds tracked by Wall St. Rank held Blackstone as of Q2 2023.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.