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Clearview Wealth Advisors’s Blackstone BX Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-958
Closed -$89K – 181
2023
Q2 		$89K Buy
958
+10
+1% +$864 0.09% 152
2023
Q1 		$83.3K Buy
948
+9
+1% +$795 0.08% 160
2022
Q4 		$69.7K Buy
939
+10
+1% +$864 0.05% 144
2022
Q3 		$78K Sell
929
-108
-10% -$10.5K 0.06% 134
2022
Q2 		$95K Buy
1,037
+14
+1% +$1.51K 0.07% 129
2022
Q1 		$130K Buy
1,023
+12
+1% +$1.46K 0.09% 113
2021
Q4 		$131K Buy
1,011
+7
+0.7% +$933 0.08% 135
2021
Q3 		$117K Buy
1,004
+7
+0.7% +$812 0.07% 144
2021
Q2 		$97K Buy
997
+9
+0.9% +$799 0.06% 168
2021
Q1 		$74K Sell
988
-474
-32% -$32.7K 0.05% 194
2020
Q4 		$95K Buy
+1,462
New +$85.1K 0.06% 143

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
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
Charles Schwab
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clearview Wealth Advisors's BX Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Blackstone (BX) in Q3 2023, closing a stake of 958 shares — an estimated $89K sold.

Clearview Wealth Advisors first reported a position in BX in Q4 2020 and held it in 11 quarters. The position peaked at $131K in Q4 2021. 1,668 funds tracked by Wall St. Rank hold BX as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Blackstone position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 958 Blackstone shares in Q3 2023, an estimated $89K.
  • Clearview Wealth Advisors first reported a position in Blackstone in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Blackstone position peaked at $131K in Q4 2021.
  • 1,668 funds tracked by Wall St. Rank held Blackstone as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.