CarsonAllaria Wealth Management’s Blackstone BX Stock Holding History

CarsonAllaria 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 Q3	–	Sell	-222	Closed	-$33.3K	–	111
2025 Q2	$33.3K	Hold	222	–	–	0.02%	159
2025 Q1	$31.1K	Hold	222	–	–	0.02%	161
2024 Q4	$38.4K	Hold	222	–	–	0.02%	144
2024 Q3	$34.1K	Hold	222	–	–	0.02%	156
2024 Q2	$27.6K	Hold	222	–	–	0.02%	164
2024 Q1	$29.2K	Hold	222	–	–	0.02%	162
2023 Q4	$29.1K	Buy	222 +2	+0.9%	+$216	0.02%	145
2023 Q3	$23.7K	Buy	220 +1	+0.5%	+$104	0.02%	150
2023 Q2	$20.4K	Buy	219 +2	+0.9%	+$173	0.02%	170
2023 Q1	$19.1K	Buy	+217	New	+$19.2K	0.02%	170
2022 Q4	–	Sell	-754	Closed	-$63K	–	344
2022 Q3	$63K	Buy	754 +1	+0.1%	+$97	0.06%	99
2022 Q2	$69K	Sell	753 -1	-0.1%	-$108	0.06%	96
2022 Q1	$96K	Buy	754 +1	+0.1%	+$122	0.09%	87
2021 Q4	$98K	Buy	+753	New	+$100K	0.09%	90

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

JP Morgan Chase

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

Geode Capital Management

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

Capital World Investors

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

Bank of America

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

Royal Bank of Canada

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return