Core Wealth Advisors (Florida)’s Blackstone BX Stock Holding History

Core Wealth Advisors (Florida)’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	-265	Closed	-$34.8K	–	77
2024 Q1	$34.8K	Hold	265	–	–	0.01%	116
2023 Q4	$34.7K	Hold	265	–	–	0.01%	106
2023 Q3	$28.4K	Hold	265	–	–	0.01%	99
2023 Q2	$24.6K	Hold	265	–	–	0.01%	104
2023 Q1	$23.3K	Hold	265	–	–	0.01%	103
2022 Q4	$19.7K	Hold	265	–	–	0.01%	119
2022 Q3	$22K	Hold	265	–	–	0.01%	90
2022 Q2	$24K	Hold	265	–	–	0.01%	95
2022 Q1	$34K	Sell	265 -50	-16%	-$6.1K	0.02%	95
2021 Q4	$41K	Buy	315 +50	+19%	+$6.67K	0.02%	97
2021 Q3	$31K	Hold	265	–	–	0.02%	95
2021 Q2	$26K	Hold	265	–	–	0.02%	91
2021 Q1	$20K	Hold	265	–	–	0.02%	95
2020 Q4	$17K	Hold	265	–	–	0.02%	99
2020 Q3	$14K	Buy	+265	New	+$14.2K	0.01%	91

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

Core Wealth Advisors (Florida)'s BX Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Blackstone (BX) in Q2 2024, closing a stake of 265 shares — an estimated $34.8K sold.

Core Wealth Advisors (Florida) first reported a position in BX in Q3 2020 and held it in 15 quarters. The position peaked at $41K in Q4 2021. 1,860 funds tracked by Wall St. Rank hold BX as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Blackstone position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 265 Blackstone shares in Q2 2024, an estimated $34.8K.
Core Wealth Advisors (Florida) first reported a position in Blackstone in Q3 2020 and held it in 15 quarters.
Core Wealth Advisors (Florida)'s Blackstone position peaked at $41K in Q4 2021.
1,860 funds tracked by Wall St. Rank held Blackstone as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.