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Dixon Hughes Goodman Wealth Advisors’s Blackstone BX Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$4K Sell
31
-25
-45% -$3.05K ﹤0.01% 630
2021
Q4 		$7K Buy
+56
New +$7.47K ﹤0.01% 493

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's BX Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Blackstone (BX) stake by 45% in Q1 2022, selling an estimated $3.05K and leaving 31 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Dixon Hughes Goodman Wealth Advisors first reported a position in BX in Q4 2021 and has held it in 2 quarters since. The position peaked at $7K in Q4 2021. 1,687 funds tracked by Wall St. Rank hold BX as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 31 shares of Blackstone worth $4K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 25 Blackstone shares in Q1 2022, an estimated $3.05K.
  • Blackstone made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #630 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Blackstone in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Blackstone position peaked at $7K in Q4 2021.
  • 1,687 funds tracked by Wall St. Rank held Blackstone as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.