Centerpoint Advisors’s Blackstone BX Stock Holding History

Centerpoint Advisors’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
2026 Q1	$69K	Hold	600	–	–	0.02%	135
2025 Q4	$92K	Sell	600 -2	-0.3%	-$304	0.03%	124
2025 Q3	$103K	Hold	602	–	–	0.03%	121
2025 Q2	$90K	Buy	602 +2	+0.3%	+$275	0.03%	121
2025 Q1	$84K	Hold	600	–	–	0.03%	130
2024 Q4	$103K	Hold	600	–	–	0.04%	120
2024 Q3	$92K	Sell	600 -233	-28%	-$32.3K	0.03%	128
2024 Q2	$103K	Hold	833	–	–	0.04%	128
2024 Q1	$109K	Hold	833	–	–	0.04%	116
2023 Q4	$109K	Hold	833	–	–	0.04%	107
2023 Q3	$89K	Hold	833	–	–	0.04%	125
2023 Q2	$77K	Hold	833	–	–	0.03%	137
2023 Q1	$73K	Buy	833 +600	+258%	+$53K	0.03%	136
2022 Q4	$17K	Buy	+233	New	+$20.1K	0.01%	219

Other funds holding BX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America

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