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Boston Financial Management’s Blackstone BX Stock Holding History

Boston Financial 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
2024
Q4 		$3.91M Sell
22,674
-8
-0% -$1.39K 0.12% 113
2024
Q3 		$3.47M Buy
22,682
+275
+1% +$38.2K 0.1% 117
2024
Q2 		$2.77M Sell
22,407
-13
-0.1% -$1.6K 0.09% 125
2024
Q1 		$2.95M Hold
22,420
– – 0.09% 124
2023
Q4 		$2.94M Sell
22,420
-1,467
-6% -$159K 0.1% 120
2023
Q3 		$2.56M Sell
23,887
-1,064
-4% -$111K 0.1% 121
2023
Q2 		$2.32M Sell
24,951
-147
-0.6% -$12.7K 0.08% 131
2023
Q1 		$2.2M Buy
25,098
+17
+0.1% +$1.5K 0.09% 135
2022
Q4 		$1.86M Hold
25,081
– – 0.07% 138
2022
Q3 		$2.1M Buy
25,081
+111
+0.4% +$10.8K 0.09% 121
2022
Q2 		$2.28M Buy
24,970
+70
+0.3% +$7.56K 0.1% 113
2022
Q1 		$3.16M Sell
24,900
-200
-0.8% -$24.4K 0.12% 104
2021
Q4 		$3.25M Sell
25,100
-50
-0.2% -$6.67K 0.12% 91
2021
Q3 		$2.93M Hold
25,150
– – 0.12% 89
2021
Q2 		$2.44M Sell
25,150
-2,300
-8% -$204K 0.1% 96
2021
Q1 		$2.05M Sell
27,450
-100
-0.4% -$6.9K 0.09% 99
2020
Q4 		$1.79M Buy
27,550
+2,300
+9% +$134K 0.08% 105
2020
Q3 		$1.32M Buy
25,250
+300
+1% +$16.1K 0.06% 115
2020
Q2 		$1.41M Buy
24,950
+1,700
+7% +$89.5K 0.08% 107
2020
Q1 		$1.06M Buy
23,250
+2,950
+15% +$163K 0.07% 113
2019
Q4 		$1.14M Buy
20,300
+10,000
+97% +$519K 0.06% 127
2019
Q3 		$503K Buy
10,300
+2,700
+36% +$132K 0.03% 180
2019
Q2 		$338K Buy
7,600
+500
+7% +$19.9K 0.02% 213
2019
Q1 		$248K Buy
+7,100
New +$237K 0.02% 236

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

Boston Financial Management's BX Position: Q4 2024 in Review

Boston Financial Management reduced its Blackstone (BX) stake by 0.04% in Q4 2024, selling an estimated $1.39K and leaving 22,674 shares worth $3.91M. The position accounts for 0.12% of the portfolio, ranked #113.

Boston Financial Management first reported a position in BX in Q1 2019 and has held it in 24 quarters since. 2,143 funds tracked by Wall St. Rank hold BX as of Q4 2024.

  • Boston Financial Management held 22,674 shares of Blackstone worth $3.91M as of Q4 2024.
  • Boston Financial Management sold 8 Blackstone shares in Q4 2024, an estimated $1.39K.
  • Blackstone made up 0.12% of Boston Financial Management's portfolio in Q4 2024, its #113 holding.
  • Boston Financial Management first reported a position in Blackstone in Q1 2019 and has held it in 24 quarters since.
  • 2,143 funds tracked by Wall St. Rank held Blackstone as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.