BFEC
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Benjamin F. Edwards & Company’s Blackstone BX Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$1.46M Buy
11,770
+175
+2% +$21.5K 0.03% 437
2024
Q1 		$1.52M Buy
11,595
+1,258
+12% +$157K 0.03% 414
2023
Q4 		$1.35M Buy
10,337
+2,070
+25% +$224K 0.03% 426
2023
Q3 		$886K Sell
8,267
-879
-10% -$91.5K 0.03% 405
2023
Q2 		$851K Buy
9,146
+894
+11% +$77.2K 0.03% 404
2023
Q1 		$725K Buy
8,252
+1,435
+21% +$127K 0.03% 403
2022
Q4 		$506K Buy
6,817
+1,867
+38% +$161K 0.02% 463
2022
Q3 		$414K Buy
4,950
+216
+5% +$20.9K 0.02% 474
2022
Q2 		$432K Sell
4,734
-194
-4% -$21K 0.02% 471
2022
Q1 		$626K Sell
4,928
-1,305
-21% -$159K 0.03% 422
2021
Q4 		$807K Sell
6,233
-4,881
-44% -$651K 0.04% 382
2021
Q3 		$1.29M Buy
11,114
+5,471
+97% +$635K 0.07% 289
2021
Q2 		$548K Sell
5,643
-49
-0.9% -$4.35K 0.03% 429
2021
Q1 		$424K Sell
5,692
-843
-13% -$58.2K 0.02% 493
2020
Q4 		$424K Sell
6,535
-1,125
-15% -$65.5K 0.03% 469
2020
Q3 		$400K Buy
7,660
+482
+7% +$25.8K 0.03% 443
2020
Q2 		$407K Sell
7,178
-228
-3% -$12K 0.03% 408
2020
Q1 		$337K Buy
7,406
+1,391
+23% +$76.9K 0.03% 392
2019
Q4 		$336K Buy
6,015
+1,951
+48% +$101K 0.02% 480
2019
Q3 		$198K Buy
4,064
+36
+0.9% +$1.76K 0.02% 559
2019
Q2 		$179K Buy
4,028
+3,161
+365% +$126K 0.02% 552
2019
Q1 		$30K Buy
867
+102
+13% +$3.4K ﹤0.01% 1016
2018
Q4 		$23K Sell
765
-305
-29% -$10.1K ﹤0.01% 1058
2018
Q3 		$41K Sell
1,070
-100
-9% -$3.61K ﹤0.01% 915
2018
Q2 		$38K Sell
1,170
-1,500
-56% -$47.7K ﹤0.01% 918
2018
Q1 		$85K Buy
2,670
+875
+49% +$29.8K 0.01% 720
2017
Q4 		$57K Buy
1,795
+1
+0.1% +$33 0.01% 783
2017
Q3 		$60K Buy
1,794
+407
+29% +$13.4K 0.01% 723
2017
Q2 		$46K Buy
1,387
+156
+13% +$4.89K 0.01% 729
2017
Q1 		$37K Buy
1,231
+659
+115% +$19.8K 0.01% 734
2016
Q4 		$15K Buy
572
+167
+41% +$4.33K ﹤0.01% 847
2016
Q3 		$10K Hold
405
– – ﹤0.01% 842
2016
Q2 		$10K Buy
405
+155
+62% +$4.12K ﹤0.01% 796
2016
Q1 		$7K Hold
250
– – ﹤0.01% 862
2015
Q4 		$7K Sell
250
-5
-2% -$159 ﹤0.01% 905
2015
Q3 		$8K Hold
255
– – ﹤0.01% 907
2015
Q2 		$10K Hold
255
– – ﹤0.01% 922
2015
Q1 		$10K Hold
255
– – ﹤0.01% 889
2014
Q4 		$8K Hold
255
– – ﹤0.01% 824
2014
Q3 		$8K Hold
255
– – ﹤0.01% 802
2014
Q2 		$8K Hold
255
– – ﹤0.01% 759
2014
Q1 		$8K Hold
255
– – ﹤0.01% 713
2013
Q4 		$8K Sell
255
-713
-74% -$19.4K ﹤0.01% 685
2013
Q3 		$24K Sell
968
-510
-35% -$11.3K 0.01% 482
2013
Q2 		$31K Buy
+1,478
New +$30.8K 0.01% 417

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Benjamin F. Edwards & Company's BX Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Blackstone (BX) stake by 1.5% in Q2 2024, buying an estimated $21.5K and bringing the position to 11,770 shares worth $1.46M. The position accounts for 0.03% of the portfolio, ranked #437.

Benjamin F. Edwards & Company first reported a position in BX in Q2 2013 and has held it in 45 quarters since. The position peaked at $1.52M in Q1 2024. 1,861 funds tracked by Wall St. Rank hold BX as of Q2 2024.

  • Benjamin F. Edwards & Company held 11,770 shares of Blackstone worth $1.46M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 175 Blackstone shares in Q2 2024, an estimated $21.5K.
  • Blackstone made up 0.03% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #437 holding.
  • Benjamin F. Edwards & Company first reported a position in Blackstone in Q2 2013 and has held it in 45 quarters since.
  • Benjamin F. Edwards & Company's Blackstone position peaked at $1.52M in Q1 2024.
  • 1,861 funds tracked by Wall St. Rank held Blackstone as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.