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B. Riley Wealth Management’s Blackstone BX Stock Holding History

B. Riley 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
2022
Q2 		$210K Buy
17,232
+10,958
+175% +$1.18M 0.25% 31
2022
Q1 		$796K Sell
6,274
-5,366
-46% -$654K 0.06% 244
2021
Q4 		$1.51M Buy
11,640
+639
+6% +$85.2K 0.1% 182
2021
Q3 		$1.28M Buy
11,001
+369
+3% +$42.8K 0.1% 194
2021
Q2 		$1.03M Buy
10,632
+2,181
+26% +$194K 0.11% 158
2021
Q1 		$630K Buy
8,451
+1,001
+13% +$69.1K 0.07% 198
2020
Q4 		$483K Sell
7,450
-16,613
-69% -$967K 0.06% 208
2020
Q3 		$1.26M Buy
24,063
+8,366
+53% +$448K 0.15% 125
2020
Q2 		$889K Sell
15,697
-5,734
-27% -$302K 0.1% 172
2020
Q1 		$976K Buy
21,431
+15,772
+279% +$872K 0.1% 179
2019
Q4 		$316K Buy
5,659
+2,659
+89% +$138K 0.05% 284
2019
Q3 		$147K Sell
3,000
-5,906
-66% -$288K 0.03% 359
2019
Q2 		$396 Sell
8,906
-6,722
-43% -$268K 0.06% 240
2019
Q1 		$547K Buy
15,628
+1,840
+13% +$61.4K 0.09% 199
2018
Q4 		$411K Buy
13,788
+4,487
+48% +$148K 0.09% 201
2018
Q3 		$354K Buy
+9,301
New +$336K 0.09% 195
2015
Q3 		– Sell
-2,099
Closed -$84K – 220
2015
Q2 		$84K Sell
2,099
-204
-9% -$8.38K 0.07% 307
2015
Q1 		$87K Buy
2,303
+611
+36% +$22.1K 0.07% 315
2014
Q4 		$56K Buy
1,692
+321
+23% +$10K 0.05% 374
2014
Q3 		$42K Hold
1,371
– – 0.03% 449
2014
Q2 		$44K Sell
1,371
-407
-23% -$12.6K 0.03% 484
2014
Q1 		$58K Buy
+1,778
New +$56.7K 0.04% 416

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

B. Riley Wealth Management's BX Position: Q2 2022 in Review

B. Riley Wealth Management increased its Blackstone (BX) stake by 175% in Q2 2022, buying an estimated $1.18M and bringing the position to 17,232 shares worth $210K. The position accounts for 0.25% of the portfolio, ranked #31.

B. Riley Wealth Management first reported a position in BX in Q1 2014 and has held it in 22 quarters since. The position peaked at $1.51M in Q4 2021. 1,593 funds tracked by Wall St. Rank hold BX as of Q2 2022.

  • B. Riley Wealth Management held 17,232 shares of Blackstone worth $210K as of Q2 2022.
  • B. Riley Wealth Management bought 10,958 Blackstone shares in Q2 2022, an estimated $1.18M.
  • Blackstone made up 0.25% of B. Riley Wealth Management's portfolio in Q2 2022, its #31 holding.
  • B. Riley Wealth Management first reported a position in Blackstone in Q1 2014 and has held it in 22 quarters since.
  • B. Riley Wealth Management's Blackstone position peaked at $1.51M in Q4 2021.
  • 1,593 funds tracked by Wall St. Rank held Blackstone as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.