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Curi Wealth Management’s Blackstone BX Stock Holding History

Curi Wealth Management’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
Q1 		– Sell
-4,440
Closed -$581K – 20
2023
Q4 		$581K Sell
4,440
-223
-5% -$24.1K 0.08% 80
2023
Q3 		$500K Sell
4,663
-182
-4% -$19K 0.08% 86
2023
Q2 		$450K Sell
4,845
-306
-6% -$26.4K 0.06% 93
2023
Q1 		$452K Buy
5,151
+50
+1% +$4.42K 0.07% 99
2022
Q4 		$378K Buy
5,101
+13
+0.3% +$1.12K 0.05% 127
2022
Q3 		$426K Buy
5,088
+3,284
+182% +$318K 0.07% 112
2022
Q2 		$165K Buy
1,804
+809
+81% +$87.4K 0.03% 137
2022
Q1 		$126K Buy
995
+819
+465% +$99.9K 0.02% 139
2021
Q4 		$22K Buy
+176
New +$23.5K ﹤0.01% 238
2021
Q1 		– Sell
-170
Closed -$11K – 153
2020
Q4 		$11K Buy
+170
New +$9.9K 0.01% 239

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Curi Wealth Management's BX Position: Q1 2024 in Review

Curi Wealth Management sold out of Blackstone (BX) in Q1 2024, closing a stake of 4,440 shares — an estimated $581K sold.

Curi Wealth Management first reported a position in BX in Q4 2020 and held it in 10 quarters. The position peaked at $581K in Q4 2023. 1,848 funds tracked by Wall St. Rank hold BX as of Q1 2024.

  • Curi Wealth Management reported no remaining Blackstone position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 4,440 Blackstone shares in Q1 2024, an estimated $581K.
  • Curi Wealth Management first reported a position in Blackstone in Q4 2020 and held it in 10 quarters.
  • Curi Wealth Management's Blackstone position peaked at $581K in Q4 2023.
  • 1,848 funds tracked by Wall St. Rank held Blackstone as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.