Avantax Advisory Services’s Blackstone BX Stock Holding History

Avantax Advisory Services’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	$6.13M	Sell	40,993 -1,767	-4%	-$243K	0.03%	386
2025 Q1	$5.98M	Buy	42,760 +3,654	+9%	+$593K	0.04%	363
2024 Q4	$6.74M	Buy	39,106 +3,401	+10%	+$593K	0.04%	318
2024 Q3	$5.47M	Sell	35,705 -7,043	-16%	-$977K	0.04%	369
2024 Q2	$5.29M	Buy	42,748 +7,652	+22%	+$942K	0.04%	352
2024 Q1	$4.61M	Buy	35,096 +2,042	+6%	+$255K	0.04%	321
2023 Q4	$4.33M	Sell	33,054 -1,598	-5%	-$173K	0.04%	306
2023 Q3	$3.71M	Sell	34,652 -262	-0.8%	-$27.3K	0.04%	312
2023 Q2	$3.25M	Buy	34,914 +1,291	+4%	+$112K	0.04%	337
2023 Q1	$2.95M	Buy	33,623 +1,050	+3%	+$92.7K	0.04%	351
2022 Q4	$2.42M	Sell	32,573 -3,808	-10%	-$329K	0.03%	368
2022 Q3	$3.04M	Buy	36,381 +2,457	+7%	+$238K	0.05%	291
2022 Q2	$3.1M	Sell	33,924 -4,996	-13%	-$540K	0.05%	288
2022 Q1	$4.93M	Buy	38,920 +8,943	+30%	+$1.09M	0.07%	213
2021 Q4	$3.88M	Buy	29,977 +3,393	+13%	+$452K	0.06%	239
2021 Q3	$3.1M	Sell	26,584 -4,173	-14%	-$484K	0.05%	262
2021 Q2	$2.99M	Buy	30,757 +2,556	+9%	+$227K	0.05%	257
2021 Q1	$2.1M	Sell	28,201 -4,575	-14%	-$316K	0.05%	281
2020 Q4	$2.12M	Sell	32,776 -48,061	-59%	-$2.8M	0.05%	262
2020 Q3	$4.22M	Buy	80,837 +49,026	+154%	+$2.62M	0.07%	228
2020 Q2	$1.8M	Sell	31,811 -18	-0.1%	-$947	0.05%	234
2020 Q1	$1.45M	Buy	31,829 +374	+1%	+$20.7K	0.04%	237
2019 Q4	$1.76M	Buy	31,455 +19,134	+155%	+$993K	0.04%	237
2019 Q3	$602K	Buy	12,321 +1,131	+10%	+$55.2K	0.02%	288
2019 Q2	$497K	Buy	11,190 +2,472	+28%	+$98.6K	0.02%	296
2019 Q1	$305K	Buy	8,718 +38	+0.4%	+$1.27K	0.02%	355
2018 Q4	$261K	Buy	+8,680	New	+$287K	0.04%	322

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Avantax Advisory Services's BX Position: Q2 2025 in Review

Avantax Advisory Services reduced its Blackstone (BX) stake by 4.1% in Q2 2025, selling an estimated $243K and leaving 40,993 shares worth $6.13M. The position accounts for 0.03% of the portfolio, ranked #386.

Avantax Advisory Services first reported a position in BX in Q4 2018 and has held it in 27 quarters since. The position peaked at $6.74M in Q4 2024. 2,115 funds tracked by Wall St. Rank hold BX as of Q2 2025.

Avantax Advisory Services held 40,993 shares of Blackstone worth $6.13M as of Q2 2025.
Avantax Advisory Services sold 1,767 Blackstone shares in Q2 2025, an estimated $243K.
Blackstone made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #386 holding.
Avantax Advisory Services first reported a position in Blackstone in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's Blackstone position peaked at $6.74M in Q4 2024.
2,115 funds tracked by Wall St. Rank held Blackstone as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.