BA
BX icon

Bivin & Associates’s Blackstone BX Stock Holding History

Bivin & Associates’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
2022
Q2 		$5K Buy
51
+1
+2% +$108 0.01% 191
2022
Q1 		$6K Sell
50
-40
-44% -$4.88K 0.01% 196
2021
Q4 		$12K Buy
+90
New +$12K 0.01% 170

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bivin & Associates's BX Position: Q2 2022 in Review

Bivin & Associates increased its Blackstone (BX) stake by 2% in Q2 2022, buying an estimated $108 and bringing the position to 51 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #191.

Bivin & Associates first reported a position in BX in Q4 2021 and has held it in 3 quarters since. The position peaked at $12K in Q4 2021. 1,594 funds tracked by Wall St. Rank hold BX as of Q2 2022.

  • Bivin & Associates held 51 shares of Blackstone worth $5K as of Q2 2022.
  • Bivin & Associates bought 1 Blackstone share in Q2 2022, an estimated $108.
  • Blackstone made up 0.01% of Bivin & Associates's portfolio in Q2 2022, its #191 holding.
  • Bivin & Associates first reported a position in Blackstone in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's Blackstone position peaked at $12K in Q4 2021.
  • 1,594 funds tracked by Wall St. Rank held Blackstone as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.