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Bordeaux Wealth Advisors’s Blackstone BX Stock Holding History

Bordeaux Wealth Advisors’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 		– Sell
-1,681
Closed -$214K – 83
2022
Q1 		$214K Buy
1,681
+98
+6% +$12K 0.12% 85
2021
Q4 		$205K Buy
+1,583
New +$211K 0.09% 95

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

Bordeaux Wealth Advisors's BX Position: Q2 2022 in Review

Bordeaux Wealth Advisors sold out of Blackstone (BX) in Q2 2022, closing a stake of 1,681 shares — an estimated $214K sold.

Bordeaux Wealth Advisors first reported a position in BX in Q4 2021 and held it in 2 quarters. The position peaked at $214K in Q1 2022. 1,593 funds tracked by Wall St. Rank hold BX as of Q2 2022.

  • Bordeaux Wealth Advisors reported no remaining Blackstone position as of Q2 2022 after selling out during the quarter.
  • Bordeaux Wealth Advisors sold 1,681 Blackstone shares in Q2 2022, an estimated $214K.
  • Bordeaux Wealth Advisors first reported a position in Blackstone in Q4 2021 and held it in 2 quarters.
  • Bordeaux Wealth Advisors's Blackstone position peaked at $214K in Q1 2022.
  • 1,593 funds tracked by Wall St. Rank held Blackstone as of Q2 2022.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.