C2C Wealth Management’s Blackstone BX Stock Holding History

C2C 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
2023 Q4	–	Sell	-3,594	Closed	-$384K	–	117
2023 Q3	$384K	Hold	3,594	–	–	0.05%	179
2023 Q2	$375K	Buy	+3,594	New	+$310K	0.05%	184
2022 Q4	–	Sell	-2,500	Closed	-$234K	–	174
2022 Q3	$234K	Hold	2,500	–	–	0.05%	154
2022 Q2	$247K	Hold	2,500	–	–	0.05%	158
2022 Q1	$297K	Buy	+2,500	New	+$305K	0.05%	154

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

C2C Wealth Management's BX Position: Q4 2023 in Review

C2C Wealth Management sold out of Blackstone (BX) in Q4 2023, closing a stake of 3,594 shares — an estimated $384K sold.

C2C Wealth Management first reported a position in BX in Q1 2022 and held it in 5 quarters. The position peaked at $384K in Q3 2023. 1,809 funds tracked by Wall St. Rank hold BX as of Q4 2023.

C2C Wealth Management reported no remaining Blackstone position as of Q4 2023 after selling out during the quarter.
C2C Wealth Management sold 3,594 Blackstone shares in Q4 2023, an estimated $384K.
C2C Wealth Management first reported a position in Blackstone in Q1 2022 and held it in 5 quarters.
C2C Wealth Management's Blackstone position peaked at $384K in Q3 2023.
1,809 funds tracked by Wall St. Rank held Blackstone as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.