Boulder Wealth Advisors’s Blackstone BX Stock Holding History

Boulder 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 Q4	$20K	Buy	+263	New	+$22.7K	0.02%	64

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CSA

Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return

Boulder Wealth Advisors's BX Position: Q4 2022 in Review

Boulder Wealth Advisors opened a new position in Blackstone (BX) in Q4 2022: 263 shares worth $20K. The stake represents 0.02% of the portfolio and ranks #64 among its holdings.

1,557 funds tracked by Wall St. Rank hold BX as of Q4 2022.

Boulder Wealth Advisors held 263 shares of Blackstone worth $20K as of Q4 2022.
Blackstone was a new Boulder Wealth Advisors position in Q4 2022.
Blackstone made up 0.02% of Boulder Wealth Advisors's portfolio in Q4 2022, its #64 holding.
1,557 funds tracked by Wall St. Rank held Blackstone as of Q4 2022.

Based on Boulder Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.