Bruderman Asset Management’s Blackstone BX Stock Holding History

Bruderman Asset 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
2022 Q2	$468K	Sell	5,132 -200	-4%	-$21.6K	0.84%	46
2022 Q1	$680K	Buy	+5,332	New	+$650K	1.03%	40
2019 Q2	–	Sell	-7,520	Closed	-$263K	–	174
2019 Q1	$263K	Buy	7,520 +2,246	+43%	+$74.9K	0.06%	118
2018 Q4	$157K	Buy	5,274 +1,492	+39%	+$49.3K	0.04%	133
2018 Q3	$144K	Buy	3,782 +3	+0.1%	+$108	0.03%	118
2018 Q2	$122K	Sell	3,779 -5,013	-57%	-$160K	0.03%	142
2018 Q1	$281K	Buy	8,792 +4	+0%	+$136	0.07%	109
2017 Q4	$281K	Buy	8,788 +2	+0%	+$65	0.07%	107
2017 Q3	$293K	Buy	8,786 +3	+0%	+$99	0.08%	105
2017 Q2	$293K	Buy	8,783 +5	+0.1%	+$157	0.08%	104
2017 Q1	$261K	Buy	8,778 +2	+0%	+$60	0.08%	99
2016 Q4	$237K	Buy	8,776 +3	+0%	+$78	0.07%	102
2016 Q3	$224K	Buy	8,773 +2	+0%	+$53	0.07%	113
2016 Q2	$215K	Buy	8,771 +156	+2%	+$4.15K	0.07%	116
2016 Q1	$242K	Hold	8,615	–	–	0.08%	106
2015 Q4	$252K	Sell	8,615 -164	-2%	-$5.23K	0.1%	105
2015 Q3	$273K	Hold	8,779	–	–	0.11%	91
2015 Q2	$352K	Hold	8,779	–	–	0.14%	86
2015 Q1	$335K	Buy	+8,779	New	+$317K	0.13%	86

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

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bruderman Asset Management's BX Position: Q2 2022 in Review

Bruderman Asset Management reduced its Blackstone (BX) stake by 3.8% in Q2 2022, selling an estimated $21.6K and leaving 5,132 shares worth $468K. The position accounts for 0.84% of the portfolio, ranked #46.

Bruderman Asset Management first reported a position in BX in Q1 2015 and has held it in 19 quarters since. The position peaked at $680K in Q1 2022. 1,593 funds tracked by Wall St. Rank hold BX as of Q2 2022.

Bruderman Asset Management held 5,132 shares of Blackstone worth $468K as of Q2 2022.
Bruderman Asset Management sold 200 Blackstone shares in Q2 2022, an estimated $21.6K.
Blackstone made up 0.84% of Bruderman Asset Management's portfolio in Q2 2022, its #46 holding.
Bruderman Asset Management first reported a position in Blackstone in Q1 2015 and has held it in 19 quarters since.
Bruderman Asset Management's Blackstone position peaked at $680K in Q1 2022.
1,593 funds tracked by Wall St. Rank held Blackstone as of Q2 2022.

Based on Bruderman Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.