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Castle Wealth Management’s Blackstone BX Stock Holding History

Castle 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
2022
Q4 		– Sell
-98
Closed -$8K – 178
2022
Q3 		$8K Hold
98
– – ﹤0.01% 441
2022
Q2 		$9K Buy
+98
New +$10.6K 0.01% 415

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return

Castle Wealth Management's BX Position: Q4 2022 in Review

Castle Wealth Management sold out of Blackstone (BX) in Q4 2022, closing a stake of 98 shares — an estimated $8K sold.

Castle Wealth Management first reported a position in BX in Q2 2022 and held it in 2 quarters. The position peaked at $9K in Q2 2022. 1,556 funds tracked by Wall St. Rank hold BX as of Q4 2022.

  • Castle Wealth Management reported no remaining Blackstone position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 98 Blackstone shares in Q4 2022, an estimated $8K.
  • Castle Wealth Management first reported a position in Blackstone in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Blackstone position peaked at $9K in Q2 2022.
  • 1,556 funds tracked by Wall St. Rank held Blackstone as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.