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Brophy Wealth Management’s Blackstone BX Stock Holding History

Brophy Wealth 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
Q3 		$611K Buy
+3,990
New +$554K 0.22% 106

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brophy Wealth Management's BX Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Blackstone (BX) in Q3 2024: 3,990 shares worth $611K. The stake represents 0.22% of the portfolio and ranks #106 among its holdings.

1,940 funds tracked by Wall St. Rank hold BX as of Q3 2024.

  • Brophy Wealth Management held 3,990 shares of Blackstone worth $611K as of Q3 2024.
  • Blackstone was a new Brophy Wealth Management position in Q3 2024.
  • Blackstone made up 0.22% of Brophy Wealth Management's portfolio in Q3 2024, its #106 holding.
  • 1,940 funds tracked by Wall St. Rank held Blackstone as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.