BW
BX icon

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
Q3 		– Sell
-1,400
Closed -$350 – 426
2024
Q2 		$350 Hold
1,400
– – ﹤0.01% 421
2024
Q1 		$350 Buy
+1,400
New +$175K ﹤0.01% 423

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