Doyle Wealth Management’s Blackstone BX Stock Holding History

Doyle Wealth Management’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 Q3	$231K	Buy	2,761 +374	+16%	+$36.2K	0.02%	188
2022 Q2	$218K	Hold	2,387	–	–	0.02%	198
2022 Q1	$303K	Sell	2,387 -190	-7%	-$23.2K	0.02%	198
2021 Q4	$333K	Sell	2,577 -90	-3%	-$12K	0.02%	182
2021 Q3	$310K	Sell	2,667 -58	-2%	-$6.73K	0.02%	182
2021 Q2	$265K	Buy	+2,725	New	+$242K	0.02%	192
2020 Q1	–	Sell	-3,658	Closed	-$205K	–	185
2019 Q4	$205K	Sell	3,658 -900	-20%	-$46.7K	0.03%	202
2019 Q3	$223K	Buy	+4,558	New	+$222K	0.03%	183
2019 Q1	–	Sell	-3,500	Closed	-$104K	–	260
2018 Q4	$104K	Buy	+3,500	New	+$116K	0.02%	244

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Doyle Wealth Management's BX Position: Q3 2022 in Review

Doyle Wealth Management increased its Blackstone (BX) stake by 16% in Q3 2022, buying an estimated $36.2K and bringing the position to 2,761 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #188.

Doyle Wealth Management first reported a position in BX in Q4 2018 and has held it in 9 quarters since. The position peaked at $333K in Q4 2021. 1,540 funds tracked by Wall St. Rank hold BX as of Q3 2022.

Doyle Wealth Management held 2,761 shares of Blackstone worth $231K as of Q3 2022.
Doyle Wealth Management bought 374 Blackstone shares in Q3 2022, an estimated $36.2K.
Blackstone made up 0.02% of Doyle Wealth Management's portfolio in Q3 2022, its #188 holding.
Doyle Wealth Management first reported a position in Blackstone in Q4 2018 and has held it in 9 quarters since.
Doyle Wealth Management's Blackstone position peaked at $333K in Q4 2021.
1,540 funds tracked by Wall St. Rank held Blackstone as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.