Bernard Wealth Management’s Blackstone BX Stock Holding History

Bernard 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
2025 Q1	–	Sell	-199	Closed	-$34.3K	–	394
2024 Q4	$34.3K	Buy	+199	New	+$34.7K	0.02%	146

Other funds holding BX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Bernard Wealth Management's BX Position: Q1 2025 in Review

Bernard Wealth Management sold out of Blackstone (BX) in Q1 2025, closing a stake of 199 shares — an estimated $34.3K sold.

Bernard Wealth Management first reported a position in BX in Q4 2024 and held it in 1 quarter. The position peaked at $34.3K in Q4 2024. 2,095 funds tracked by Wall St. Rank hold BX as of Q1 2025.

Bernard Wealth Management reported no remaining Blackstone position as of Q1 2025 after selling out during the quarter.
Bernard Wealth Management sold 199 Blackstone shares in Q1 2025, an estimated $34.3K.
Bernard Wealth Management first reported a position in Blackstone in Q4 2024 and held it in 1 quarter.
Bernard Wealth Management's Blackstone position peaked at $34.3K in Q4 2024.
2,095 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on Bernard Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.