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Coppell Advisory Solutions’s Blackstone BX Stock Holding History

Coppell Advisory Solutions’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
-426
Closed -$73.3K – 538
2024
Q4 		$73.3K Buy
426
+161
+61% +$28.1K 0.01% 491
2024
Q3 		$41.1K Buy
265
+20
+8% +$2.77K 0.01% 613
2024
Q2 		$30.3K Buy
+245
New +$30.1K 0.01% 633
2023
Q4 		$110K Buy
841
+572
+213% +$61.9K 0.02% 357
2023
Q3 		$20K Hold
269
– – 0.01% 495
2023
Q2 		$25K Buy
+269
New +$23.2K 0.01% 520
2023
Q1 		– Sell
-269
Closed -$20K – 321
2022
Q4 		$20K Buy
+269
New +$23.2K 0.01% 502

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Coppell Advisory Solutions's BX Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Blackstone (BX) in Q1 2025, closing a stake of 426 shares — an estimated $73.3K sold.

Coppell Advisory Solutions first reported a position in BX in Q4 2022 and held it in 7 quarters. The position peaked at $110K in Q4 2023. 2,095 funds tracked by Wall St. Rank hold BX as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Blackstone position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 426 Blackstone shares in Q1 2025, an estimated $73.3K.
  • Coppell Advisory Solutions first reported a position in Blackstone in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Blackstone position peaked at $110K in Q4 2023.
  • 2,095 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.