Bison Wealth’s Blackstone BX Stock Holding History

Bison Wealth’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 Q4	$670K	Sell	3,886 -54	-1%	-$9.41K	0.15%	119
2024 Q3	$603K	Sell	3,940 -8,496	-68%	-$1.18M	0.1%	206
2024 Q2	$1.63M	Hold	12,436	–	–	0.27%	90
2024 Q1	$1.63M	Buy	12,436 +20	+0.2%	+$2.5K	0.27%	90
2023 Q4	$1.63M	Sell	12,416 -876	-7%	-$94.8K	0.29%	88
2023 Q3	$1.42M	Sell	13,292 -758	-5%	-$78.9K	0.28%	98
2023 Q2	$1.31M	Buy	+14,050	New	+$1.21M	0.24%	105
2015 Q4	–	Sell	-21,902	Closed	-$658K	–	236
2015 Q3	$658K	Sell	21,902 -8,401	-28%	-$304K	0.43%	73
2015 Q2	$1.19M	Buy	30,303 +2,815	+10%	+$116K	0.7%	33
2015 Q1	$1.05M	Buy	27,488 +648	+2%	+$23.4K	0.64%	36
2014 Q4	$891K	Buy	+26,840	New	+$840K	0.67%	36

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

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

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

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

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

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

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

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

Bison Wealth's BX Position: Q4 2024 in Review

Bison Wealth reduced its Blackstone (BX) stake by 1.4% in Q4 2024, selling an estimated $9.41K and leaving 3,886 shares worth $670K. The position accounts for 0.15% of the portfolio, ranked #119.

Bison Wealth first reported a position in BX in Q4 2014 and has held it in 11 quarters since. The position peaked at $1.63M in Q2 2024. 2,143 funds tracked by Wall St. Rank hold BX as of Q4 2024.

Bison Wealth held 3,886 shares of Blackstone worth $670K as of Q4 2024.
Bison Wealth sold 54 Blackstone shares in Q4 2024, an estimated $9.41K.
Blackstone made up 0.15% of Bison Wealth's portfolio in Q4 2024, its #119 holding.
Bison Wealth first reported a position in Blackstone in Q4 2014 and has held it in 11 quarters since.
Bison Wealth's Blackstone position peaked at $1.63M in Q2 2024.
2,143 funds tracked by Wall St. Rank held Blackstone as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.