CAWM
BX icon

Capital A Wealth Management’s Blackstone BX Stock Holding History

Capital A 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
2025
Q1 		– Sell
-6
Closed -$1.03K – 738
2024
Q4 		$1.03K Buy
+6
New +$1.04K ﹤0.01% 558

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Capital A Wealth Management's BX Position: Q1 2025 in Review

Capital A Wealth Management sold out of Blackstone (BX) in Q1 2025, closing a stake of 6 shares — an estimated $1.03K sold.

Capital A Wealth Management first reported a position in BX in Q4 2024 and held it in 1 quarter. The position peaked at $1.03K in Q4 2024. 2,097 funds tracked by Wall St. Rank hold BX as of Q1 2025.

  • Capital A Wealth Management reported no remaining Blackstone position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 6 Blackstone shares in Q1 2025, an estimated $1.03K.
  • Capital A Wealth Management first reported a position in Blackstone in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's Blackstone position peaked at $1.03K in Q4 2024.
  • 2,097 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.