Cassady Schiller Wealth Management’s Blackstone BX Stock Holding History

Cassady Schiller 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
2024 Q4	$14K	Buy	+81	New	+$14.1K	0.01%	316

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

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

Cassady Schiller Wealth Management's BX Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Blackstone (BX) in Q4 2024: 81 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #316 among its holdings.

2,142 funds tracked by Wall St. Rank hold BX as of Q4 2024.

Cassady Schiller Wealth Management held 81 shares of Blackstone worth $14K as of Q4 2024.
Blackstone was a new Cassady Schiller Wealth Management position in Q4 2024.
Blackstone made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #316 holding.
2,142 funds tracked by Wall St. Rank held Blackstone as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.