Delap Wealth Advisory’s Blackstone BX Stock Holding History

Delap Wealth Advisory’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	-1,601	Closed	-$210K	–	145
2024 Q1	$210K	Buy	+1,601	New	+$200K	0.09%	233

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

Delap Wealth Advisory's BX Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Blackstone (BX) in Q2 2024, closing a stake of 1,601 shares — an estimated $210K sold.

Delap Wealth Advisory first reported a position in BX in Q1 2024 and held it in 1 quarter. The position peaked at $210K in Q1 2024. 1,860 funds tracked by Wall St. Rank hold BX as of Q2 2024.

Delap Wealth Advisory reported no remaining Blackstone position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 1,601 Blackstone shares in Q2 2024, an estimated $210K.
Delap Wealth Advisory first reported a position in Blackstone in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Blackstone position peaked at $210K in Q1 2024.
1,860 funds tracked by Wall St. Rank held Blackstone as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.