Custom Index Systems’s Blackstone BX Stock Holding History

Custom Index Systems’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	-2,745	Closed	-$359K	–	255
2023 Q4	$359K	Buy	+2,745	New	+$297K	0.22%	136

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Custom Index Systems's BX Position: Q1 2024 in Review

Custom Index Systems sold out of Blackstone (BX) in Q1 2024, closing a stake of 2,745 shares — an estimated $359K sold.

Custom Index Systems first reported a position in BX in Q4 2023 and held it in 1 quarter. The position peaked at $359K in Q4 2023. 1,848 funds tracked by Wall St. Rank hold BX as of Q1 2024.

Custom Index Systems reported no remaining Blackstone position as of Q1 2024 after selling out during the quarter.
Custom Index Systems sold 2,745 Blackstone shares in Q1 2024, an estimated $359K.
Custom Index Systems first reported a position in Blackstone in Q4 2023 and held it in 1 quarter.
Custom Index Systems's Blackstone position peaked at $359K in Q4 2023.
1,848 funds tracked by Wall St. Rank held Blackstone as of Q1 2024.

Based on Custom Index Systems's 13F filing for Q1 2024, filed 14 May 2024.