Domani Wealth’s Blackstone BX Stock Holding History

Domani Wealth’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 Q1	$529K	Buy	6,027 +93	+2%	+$8.21K	0.12%	71
2022 Q4	$440K	Hold	5,934	–	–	0.11%	79
2022 Q3	$497K	Hold	5,934	–	–	0.15%	62
2022 Q2	$541K	Hold	5,934	–	–	0.15%	63
2022 Q1	$753K	Hold	5,934	–	–	0.16%	62
2021 Q4	$768K	Buy	5,934 +84	+1%	+$11.2K	0.15%	56
2021 Q3	$681K	Hold	5,850	–	–	0.14%	56
2021 Q2	$568K	Hold	5,850	–	–	0.11%	69
2021 Q1	$436K	Hold	5,850	–	–	0.08%	80
2020 Q4	$379K	Sell	5,850 -6,300	-52%	-$367K	0.08%	86
2020 Q3	$634K	Hold	12,150	–	–	0.14%	60
2020 Q2	$688K	Sell	12,150 -387	-3%	-$20.4K	0.16%	59
2020 Q1	$571K	Hold	12,537	–	–	0.15%	65
2019 Q4	$701K	Hold	12,537	–	–	0.23%	52
2019 Q3	$612K	Buy	+12,537	New	+$611K	0.22%	51
2019 Q2	–	Sell	-12,150	Closed	-$425K	–	110
2019 Q1	$425K	Hold	12,150	–	–	0.17%	65
2018 Q4	$362K	Hold	12,150	–	–	0.17%	70
2018 Q3	$463K	Hold	12,150	–	–	0.2%	58
2018 Q2	$391K	Hold	12,150	–	–	0.18%	66
2018 Q1	$388K	Hold	12,150	–	–	0.17%	67
2017 Q4	$389K	Hold	12,150	–	–	0.17%	69
2017 Q3	$405K	Hold	12,150	–	–	0.17%	63
2017 Q2	$405K	Hold	12,150	–	–	0.17%	63
2017 Q1	$361K	Hold	12,150	–	–	0.15%	69
2016 Q4	$328K	Hold	12,150	–	–	0.13%	72
2016 Q3	$310K	Hold	12,150	–	–	0.12%	86
2016 Q2	$298K	Hold	12,150	–	–	0.12%	86
2016 Q1	$341K	Hold	12,150	–	–	0.13%	89
2015 Q4	$355K	Buy	+12,150	New	+$387K	0.14%	84

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Domani Wealth's BX Position: Q1 2023 in Review

Domani Wealth increased its Blackstone (BX) stake by 1.6% in Q1 2023, buying an estimated $8.21K and bringing the position to 6,027 shares worth $529K. The position accounts for 0.12% of the portfolio, ranked #71.

Domani Wealth first reported a position in BX in Q4 2015 and has held it in 29 quarters since. The position peaked at $768K in Q4 2021. 1,562 funds tracked by Wall St. Rank hold BX as of Q1 2023.

Domani Wealth held 6,027 shares of Blackstone worth $529K as of Q1 2023.
Domani Wealth bought 93 Blackstone shares in Q1 2023, an estimated $8.21K.
Blackstone made up 0.12% of Domani Wealth's portfolio in Q1 2023, its #71 holding.
Domani Wealth first reported a position in Blackstone in Q4 2015 and has held it in 29 quarters since.
Domani Wealth's Blackstone position peaked at $768K in Q4 2021.
1,562 funds tracked by Wall St. Rank held Blackstone as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.