CFGS
BX icon

Concourse Financial Group Securities’s Blackstone BX Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-1,949
Closed -$356K – 284
2024
Q4 		$356K Sell
1,949
-156
-7% -$27.2K 0.02% 563
2024
Q3 		$322K Sell
2,105
-368
-15% -$51.1K 0.02% 577
2024
Q2 		$306K Sell
2,473
-203
-8% -$25K 0.02% 575
2024
Q1 		$352K Sell
2,676
-1,022
-28% -$128K 0.02% 516
2023
Q4 		$484K Sell
3,698
-325
-8% -$35.2K 0.03% 448
2023
Q3 		$431K Buy
4,023
+250
+7% +$26K 0.03% 442
2023
Q2 		$351K Sell
3,773
-125
-3% -$10.8K 0.03% 501
2023
Q1 		$342K Sell
3,898
-10,926
-74% -$965K 0.03% 506
2022
Q4 		$1.1M Buy
14,824
+153
+1% +$13.2K 0.09% 236
2022
Q3 		$1.23M Sell
14,671
-219
-1% -$21.2K 0.12% 179
2022
Q2 		$1.36M Sell
14,890
-684
-4% -$73.9K 0.11% 192
2022
Q1 		$1.98M Sell
15,574
-14,005
-47% -$1.71M 0.15% 149
2021
Q4 		$3.83M Buy
29,579
+867
+3% +$116K 0.22% 99
2021
Q3 		$3.34M Buy
28,712
+86
+0.3% +$9.98K 0.2% 107
2021
Q2 		$2.78M Buy
28,626
+1,342
+5% +$119K 0.17% 122
2021
Q1 		$2.03M Sell
27,284
-194
-0.7% -$13.4K 0.14% 133
2020
Q4 		$1.78M Buy
27,478
+2,707
+11% +$158K 0.13% 139
2020
Q3 		$1.29M Buy
24,771
+9,512
+62% +$509K 0.11% 156
2020
Q2 		$865K Buy
15,259
+2,264
+17% +$119K 0.08% 194
2020
Q1 		$592K Buy
12,995
+899
+7% +$49.7K 0.07% 223
2019
Q4 		$677K Buy
12,096
+6,457
+115% +$335K 0.07% 227
2019
Q3 		$275K Buy
+5,639
New +$275K 0.07% 227
2019
Q2 		– Sell
-11,029
Closed -$440K – 2270
2019
Q1 		$385K Sell
11,029
-478
-4% -$15.9K 0.04% 317
2018
Q4 		$343K Buy
11,507
+10,188
+772% +$337K 0.04% 308
2018
Q3 		$50K Buy
+1,319
New +$47.7K 0.01% 589

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
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Concourse Financial Group Securities's BX Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Blackstone (BX) in Q1 2025, closing a stake of 1,949 shares — an estimated $356K sold.

Concourse Financial Group Securities first reported a position in BX in Q3 2018 and held it in 25 quarters. The position peaked at $3.83M in Q4 2021. 2,088 funds tracked by Wall St. Rank hold BX as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Blackstone position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,949 Blackstone shares in Q1 2025, an estimated $356K.
  • Concourse Financial Group Securities first reported a position in Blackstone in Q3 2018 and held it in 25 quarters.
  • Concourse Financial Group Securities's Blackstone position peaked at $3.83M in Q4 2021.
  • 2,088 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.