DB Wealth Management Group’s Blackstone BX Stock Holding History

DB Wealth Management Group’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
2023 Q4	$380K	Sell	2,903 -704	-20%	-$76.2K	0.22%	69
2023 Q3	$386K	Hold	3,607	–	–	0.24%	65
2023 Q2	$335K	Hold	3,607	–	–	0.21%	68
2023 Q1	$317K	Hold	3,607	–	–	0.2%	67
2022 Q4	$268K	Hold	3,607	–	–	0.17%	71
2022 Q3	$302K	Hold	3,607	–	–	0.22%	65
2022 Q2	$329K	Hold	3,607	–	–	0.22%	65
2022 Q1	$458K	Buy	+3,607	New	+$440K	0.28%	64
2021 Q2	–	Sell	-300	Closed	-$22K	–	351
2021 Q1	$22K	Buy	+300	New	+$20.7K	0.02%	223

Other funds holding BX

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

DB Wealth Management Group's BX Position: Q4 2023 in Review

DB Wealth Management Group reduced its Blackstone (BX) stake by 20% in Q4 2023, selling an estimated $76.2K and leaving 2,903 shares worth $380K. The position accounts for 0.22% of the portfolio, ranked #69.

DB Wealth Management Group first reported a position in BX in Q1 2021 and has held it in 9 quarters since. The position peaked at $458K in Q1 2022. 1,809 funds tracked by Wall St. Rank hold BX as of Q4 2023.

DB Wealth Management Group held 2,903 shares of Blackstone worth $380K as of Q4 2023.
DB Wealth Management Group sold 704 Blackstone shares in Q4 2023, an estimated $76.2K.
Blackstone made up 0.22% of DB Wealth Management Group's portfolio in Q4 2023, its #69 holding.
DB Wealth Management Group first reported a position in Blackstone in Q1 2021 and has held it in 9 quarters since.
DB Wealth Management Group's Blackstone position peaked at $458K in Q1 2022.
1,809 funds tracked by Wall St. Rank held Blackstone as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.