Atria Wealth Solutions’s Blackstone BX Stock Holding History

Atria Wealth Solutions’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 Q2	$3.28M	Sell	21,763 -19,326	-47%	-$2.66M	0.07%	296
2025 Q1	$5.74M	Sell	41,089 -7,554	-16%	-$1.23M	0.07%	296
2024 Q4	$8.39M	Buy	48,643 +1,176	+2%	+$205K	0.09%	223
2024 Q3	$7.27M	Sell	47,467 -13,214	-22%	-$1.83M	0.08%	266
2024 Q2	$7.51M	Sell	60,681 -15,300	-20%	-$1.88M	0.08%	245
2024 Q1	$9.98M	Sell	75,981 -7,271	-9%	-$908K	0.11%	191
2023 Q4	$10.9M	Sell	83,252 -8,332	-9%	-$901K	0.14%	156
2023 Q3	$9.81M	Sell	91,584 -2,428	-3%	-$253K	0.14%	163
2023 Q2	$8.74M	Sell	94,012 -6,481	-6%	-$560K	0.12%	172
2023 Q1	$8.83M	Sell	100,493 -8,564	-8%	-$756K	0.13%	158
2022 Q4	$8.09M	Sell	109,057 -3,541	-3%	-$306K	0.13%	172
2022 Q3	$9.42M	Sell	112,598 -850	-0.7%	-$82.3K	0.16%	137
2022 Q2	$10.3M	Buy	113,448 +29,184	+35%	+$3.15M	0.21%	116
2022 Q1	$10.7M	Buy	+84,264	New	+$10.3M	0.18%	125

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

Capital World Investors

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

Bank of America

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Capital International Investors

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