AIA
BX icon

Avalon Investment & Advisory’s Blackstone BX Stock Holding History

Avalon Investment & Advisory’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 		– Sell
-3,144
Closed -$287K – 293
2022
Q2 		$287K Buy
+3,144
New +$340K 0.01% 277
2017
Q3 		– Sell
-16,017
Closed -$534K – 361
2017
Q2 		$534K Buy
+16,017
New +$502K 0.02% 316

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

Avalon Investment & Advisory's BX Position: Q3 2022 in Review

Avalon Investment & Advisory sold out of Blackstone (BX) in Q3 2022, closing a stake of 3,144 shares — an estimated $287K sold.

Avalon Investment & Advisory first reported a position in BX in Q2 2017 and held it in 2 quarters. The position peaked at $534K in Q2 2017. 1,539 funds tracked by Wall St. Rank hold BX as of Q3 2022.

  • Avalon Investment & Advisory reported no remaining Blackstone position as of Q3 2022 after selling out during the quarter.
  • Avalon Investment & Advisory sold 3,144 Blackstone shares in Q3 2022, an estimated $287K.
  • Avalon Investment & Advisory first reported a position in Blackstone in Q2 2017 and held it in 2 quarters.
  • Avalon Investment & Advisory's Blackstone position peaked at $534K in Q2 2017.
  • 1,539 funds tracked by Wall St. Rank held Blackstone as of Q3 2022.

Based on Avalon Investment & Advisory's 13F filing for Q3 2022, filed 1 Nov 2022.