AXS Investments’s Blackstone BX Stock Holding History

AXS Investments’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
2023 Q4	–	Sell	-7,500	Closed	-$804K	–	402
2023 Q3	$804K	Buy	7,500 +7,185	+2,281%	+$748K	0.21%	167
2023 Q2	$29.3K	Sell	315 -86	-21%	-$7.43K	0.01%	367
2023 Q1	$35.2K	Buy	401 +15	+4%	+$1.32K	0.01%	320
2022 Q4	$28.6K	Buy	+386	New	+$33.3K	0.01%	311
2021 Q3	–	Sell	-3,000	Closed	-$291K	–	119
2021 Q2	$291K	Buy	+3,000	New	+$266K	0.09%	145

Other funds holding BX

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

AXS Investments's BX Position: Q4 2023 in Review

AXS Investments sold out of Blackstone (BX) in Q4 2023, closing a stake of 7,500 shares — an estimated $804K sold.

AXS Investments first reported a position in BX in Q2 2021 and held it in 5 quarters. The position peaked at $804K in Q3 2023. 1,809 funds tracked by Wall St. Rank hold BX as of Q4 2023.

AXS Investments reported no remaining Blackstone position as of Q4 2023 after selling out during the quarter.
AXS Investments sold 7,500 Blackstone shares in Q4 2023, an estimated $804K.
AXS Investments first reported a position in Blackstone in Q2 2021 and held it in 5 quarters.
AXS Investments's Blackstone position peaked at $804K in Q3 2023.
1,809 funds tracked by Wall St. Rank held Blackstone as of Q4 2023.

Based on AXS Investments's 13F filing for Q4 2023, filed 9 Feb 2024.