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Cowen Prime Advisors’s Blackstone BX Stock Holding History

Cowen Prime 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
2018
Q4 		– Sell
-250
Closed -$7K – 187
2018
Q3 		$7K Buy
+250
New +$9.03K ﹤0.01% 178

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
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cowen Prime Advisors's BX Position: Q2 2023 in Review

Cowen Prime Advisors held its Blackstone (BX) position steady in Q2 2023 at 4,134 shares worth $384K. The position accounts for 0.13% of the portfolio, ranked #64.

Cowen Prime Advisors first reported a position in BX in Q4 2014 and has held it in 34 quarters since. The position peaked at $3.13M in Q3 2018. 1,585 funds tracked by Wall St. Rank hold BX as of Q2 2023.

  • Cowen Prime Advisors held 4,134 shares of Blackstone worth $384K as of Q2 2023.
  • Cowen Prime Advisors left its Blackstone share count unchanged in Q2 2023.
  • Blackstone made up 0.13% of Cowen Prime Advisors's portfolio in Q2 2023, its #64 holding.
  • Cowen Prime Advisors first reported a position in Blackstone in Q4 2014 and has held it in 34 quarters since.
  • Cowen Prime Advisors's Blackstone position peaked at $3.13M in Q3 2018.
  • 1,585 funds tracked by Wall St. Rank held Blackstone as of Q2 2023.

Based on Cowen Prime Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.