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Buck Wealth Strategies’s Blackstone BX Stock Holding History

Buck Wealth Strategies’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
2023
Q4 		– Sell
-67
Closed -$7.18K – 105
2023
Q3 		$7.18K Hold
67
– – ﹤0.01% 218
2023
Q2 		$6.23K Hold
67
– – ﹤0.01% 174
2023
Q1 		$5.88K Buy
+67
New +$5.92K ﹤0.01% 126

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Buck Wealth Strategies's BX Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Blackstone (BX) in Q4 2023, closing a stake of 67 shares — an estimated $7.18K sold.

Buck Wealth Strategies first reported a position in BX in Q1 2023 and held it in 3 quarters. The position peaked at $7.18K in Q3 2023. 1,809 funds tracked by Wall St. Rank hold BX as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Blackstone position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 67 Blackstone shares in Q4 2023, an estimated $7.18K.
  • Buck Wealth Strategies first reported a position in Blackstone in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's Blackstone position peaked at $7.18K in Q3 2023.
  • 1,809 funds tracked by Wall St. Rank held Blackstone as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.