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Avitas Wealth Management’s Blackstone BX Stock Holding History

Avitas Wealth Management’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
2024
Q4 		$5.22M Buy
30,271
+241
+0.8% +$42K 0.72% 32
2024
Q3 		$4.6M Buy
30,030
+445
+2% +$61.7K 0.65% 38
2024
Q2 		$3.66M Buy
29,585
+114
+0.4% +$14K 0.54% 47
2024
Q1 		$3.87M Buy
29,471
+422
+1% +$52.7K 0.59% 43
2023
Q4 		$3.8M Buy
29,049
+1,026
+4% +$111K 0.64% 41
2023
Q3 		$3M Sell
28,023
-81
-0.3% -$8.44K 0.57% 46
2023
Q2 		$2.61M Buy
28,104
+287
+1% +$24.8K 0.47% 56
2023
Q1 		$2.44M Buy
27,817
+9,477
+52% +$837K 0.48% 61
2022
Q4 		$1.36M Sell
18,340
-188
-1% -$16.2K 0.29% 94
2022
Q3 		$1.55M Buy
18,528
+141
+0.8% +$13.7K 0.36% 84
2022
Q2 		$1.68M Buy
18,387
+271
+1% +$29.3K 0.37% 89
2022
Q1 		$2.3M Sell
18,116
-13,028
-42% -$1.59M 0.42% 76
2021
Q4 		$4.03M Buy
31,144
+489
+2% +$65.2K 0.68% 58
2021
Q3 		$3.57M Buy
30,655
+250
+0.8% +$29K 0.65% 59
2021
Q2 		$2.95M Buy
30,405
+638
+2% +$56.7K 0.53% 72
2021
Q1 		$2.22M Buy
29,767
+2,780
+10% +$192K 0.43% 85
2020
Q4 		$1.75M Buy
+26,987
New +$1.57M 0.35% 113
2020
Q1 		– Sell
-29,936
Closed -$1.68M – 134
2019
Q4 		$1.68M Buy
29,936
+264
+0.9% +$13.7K 0.43% 89
2019
Q3 		$1.45M Buy
+29,672
New +$1.45M 0.4% 92

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Avitas Wealth Management's BX Position: Q4 2024 in Review

Avitas Wealth Management increased its Blackstone (BX) stake by 0.8% in Q4 2024, buying an estimated $42K and bringing the position to 30,271 shares worth $5.22M. The position accounts for 0.72% of the portfolio, ranked #32.

Avitas Wealth Management first reported a position in BX in Q3 2019 and has held it in 19 quarters since. 2,142 funds tracked by Wall St. Rank hold BX as of Q4 2024.

  • Avitas Wealth Management held 30,271 shares of Blackstone worth $5.22M as of Q4 2024.
  • Avitas Wealth Management bought 241 Blackstone shares in Q4 2024, an estimated $42K.
  • Blackstone made up 0.72% of Avitas Wealth Management's portfolio in Q4 2024, its #32 holding.
  • Avitas Wealth Management first reported a position in Blackstone in Q3 2019 and has held it in 19 quarters since.
  • 2,142 funds tracked by Wall St. Rank held Blackstone as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.