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Cedar Brook Financial Partners’s Blackstone BX Stock Holding History

Cedar Brook Financial Partners’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
Q2 		– Sell
-1,798
Closed -$236K – 68
2024
Q1 		$236K Buy
1,798
+46
+3% +$5.75K 0.05% 374
2023
Q4 		$210K Buy
+1,752
New +$190K 0.05% 385

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BlackRock
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cedar Brook Financial Partners's BX Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Blackstone (BX) in Q2 2024, closing a stake of 1,798 shares — an estimated $236K sold.

Cedar Brook Financial Partners first reported a position in BX in Q4 2023 and held it in 2 quarters. The position peaked at $236K in Q1 2024. 1,860 funds tracked by Wall St. Rank hold BX as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Blackstone position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 1,798 Blackstone shares in Q2 2024, an estimated $236K.
  • Cedar Brook Financial Partners first reported a position in Blackstone in Q4 2023 and held it in 2 quarters.
  • Cedar Brook Financial Partners's Blackstone position peaked at $236K in Q1 2024.
  • 1,860 funds tracked by Wall St. Rank held Blackstone as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.