Castle Financial & Retirement Planning Associates’s Blackstone BX Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$94K	Buy	+728	New	+$97.1K	0.32%	30

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Castle Financial & Retirement Planning Associates's BX Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Blackstone (BX) in Q4 2021: 728 shares worth $94K. The stake represents 0.32% of the portfolio and ranks #30 among its holdings.

1,655 funds tracked by Wall St. Rank hold BX as of Q4 2021.

Castle Financial & Retirement Planning Associates held 728 shares of Blackstone worth $94K as of Q4 2021.
Blackstone was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Blackstone made up 0.32% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #30 holding.
1,655 funds tracked by Wall St. Rank held Blackstone as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.