BDO Wealth Advisors’s Blackstone BX Stock Holding History

BDO Wealth Advisors’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 Q2	$550K	Sell	5,911 -276	-4%	-$23.8K	0.06%	168
2023 Q1	$543K	Buy	6,187 +391	+7%	+$34.5K	0.07%	164
2022 Q4	$430K	Buy	5,796 +58	+1%	+$5.01K	0.05%	186
2022 Q3	$480K	Buy	5,738 +71	+1%	+$6.88K	0.06%	170
2022 Q2	$517K	Sell	5,667 -577	-9%	-$62.3K	0.06%	167
2022 Q1	$793K	Buy	6,244 +606	+11%	+$73.9K	0.08%	145
2021 Q4	$729K	Buy	5,638 +142	+3%	+$18.9K	0.08%	154
2021 Q3	$639K	Buy	5,496 +33	+0.6%	+$3.83K	0.07%	163
2021 Q2	$531K	Buy	5,463 +50	+0.9%	+$4.44K	0.06%	178
2021 Q1	$403K	Buy	5,413 +73	+1%	+$5.04K	0.05%	203
2020 Q4	$346K	Sell	5,340 -285	-5%	-$16.6K	0.05%	178
2020 Q3	$294K	Buy	5,625 +373	+7%	+$20K	0.05%	180
2020 Q2	$298K	Buy	5,252 +39	+0.7%	+$2.05K	0.05%	178
2020 Q1	$238K	Buy	+5,213	New	+$288K	0.05%	187
2019 Q4	–	Sell	-5,115	Closed	-$250K	–	588
2019 Q3	$250K	Buy	+5,115	New	+$249K	0.06%	173
2019 Q2	–	Sell	-5,017	Closed	-$175K	–	619
2019 Q1	$175K	Sell	5,017 -1,305	-21%	-$43.5K	0.05%	182
2018 Q4	$188K	Sell	6,322 -295	-4%	-$9.75K	0.06%	154
2018 Q3	$252K	Sell	6,617 -71	-1%	-$2.56K	0.08%	134
2018 Q2	$215K	Buy	6,688 +1,883	+39%	+$59.9K	0.07%	153
2018 Q1	$154K	Buy	+4,805	New	+$164K	0.06%	144

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

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BDO Wealth Advisors's BX Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Blackstone (BX) stake by 4.5% in Q2 2023, selling an estimated $23.8K and leaving 5,911 shares worth $550K. The position accounts for 0.06% of the portfolio, ranked #168.

BDO Wealth Advisors first reported a position in BX in Q1 2018 and has held it in 20 quarters since. The position peaked at $793K in Q1 2022. 1,584 funds tracked by Wall St. Rank hold BX as of Q2 2023.

BDO Wealth Advisors held 5,911 shares of Blackstone worth $550K as of Q2 2023.
BDO Wealth Advisors sold 276 Blackstone shares in Q2 2023, an estimated $23.8K.
Blackstone made up 0.06% of BDO Wealth Advisors's portfolio in Q2 2023, its #168 holding.
BDO Wealth Advisors first reported a position in Blackstone in Q1 2018 and has held it in 20 quarters since.
BDO Wealth Advisors's Blackstone position peaked at $793K in Q1 2022.
1,584 funds tracked by Wall St. Rank held Blackstone as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.