Aveo Capital Partners’s Blackstone BX Stock Holding History

Aveo Capital Partners’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	–	Sell	-3,511	Closed	-$478K	–	28
2025 Q1	$478K	Sell	3,511 -126	-3%	-$20.5K	0.08%	116
2024 Q4	$627K	Buy	+3,637	New	+$634K	0.07%	175
2024 Q2	–	Sell	-1,708	Closed	-$202K	–	323
2024 Q1	$202K	Buy	1,708 +49	+3%	+$6.12K	0.02%	355
2023 Q4	$217K	Buy	+1,659	New	+$179K	0.03%	315
2023 Q1	–	Sell	-2,844	Closed	-$211K	–	342
2022 Q4	$211K	Buy	2,844 +436	+18%	+$37.7K	0.03%	310
2022 Q3	$202K	Buy	2,408 +35	+1%	+$3.39K	0.03%	261
2022 Q2	$217K	Buy	2,373 +190	+9%	+$20.5K	0.04%	248
2022 Q1	$277K	Sell	2,183 -276	-11%	-$33.7K	0.05%	225
2021 Q4	$318K	Buy	2,459 +64	+3%	+$8.53K	0.06%	214
2021 Q3	$279K	Buy	2,395 +7	+0.3%	+$812	0.06%	214
2021 Q2	$232K	Buy	+2,388	New	+$212K	0.05%	239

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

Aveo Capital Partners's BX Position: Q2 2025 in Review

Aveo Capital Partners sold out of Blackstone (BX) in Q2 2025, closing a stake of 3,511 shares — an estimated $478K sold.

Aveo Capital Partners first reported a position in BX in Q2 2021 and held it in 11 quarters. The position peaked at $627K in Q4 2024. 2,116 funds tracked by Wall St. Rank hold BX as of Q2 2025.

Aveo Capital Partners reported no remaining Blackstone position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 3,511 Blackstone shares in Q2 2025, an estimated $478K.
Aveo Capital Partners first reported a position in Blackstone in Q2 2021 and held it in 11 quarters.
Aveo Capital Partners's Blackstone position peaked at $627K in Q4 2024.
2,116 funds tracked by Wall St. Rank held Blackstone as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.