Endurance Wealth Management’s Blackstone BX Stock Holding History

Endurance 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
2023 Q2	$79K	Hold	845	–	–	0.01%	293
2023 Q1	$74K	Hold	845	–	–	0.01%	301
2022 Q4	$63K	Hold	845	–	–	0.01%	296
2022 Q3	$71K	Hold	845	–	–	0.01%	280
2022 Q2	$77K	Hold	845	–	–	0.01%	281
2022 Q1	$107K	Hold	845	–	–	0.01%	268
2021 Q4	$109K	Hold	845	–	–	0.01%	279
2021 Q3	$98K	Hold	845	–	–	0.01%	287
2021 Q2	$82K	Hold	845	–	–	0.01%	309
2021 Q1	$63K	Hold	845	–	–	0.01%	332
2020 Q4	$55K	Hold	845	–	–	0.01%	312
2020 Q3	$44K	Hold	845	–	–	0.01%	318
2020 Q2	$48K	Hold	845	–	–	0.01%	308
2020 Q1	$39K	Buy	845 +500	+145%	+$27.7K	0.01%	309
2019 Q4	$19K	Hold	345	–	–	﹤0.01%	360
2019 Q3	$17K	Hold	345	–	–	﹤0.01%	370
2019 Q2	$15K	Hold	345	–	–	﹤0.01%	357
2019 Q1	$12K	Hold	345	–	–	﹤0.01%	372
2018 Q4	$10K	Hold	345	–	–	﹤0.01%	369
2018 Q3	$13K	Hold	345	–	–	﹤0.01%	380
2018 Q2	$11K	Hold	345	–	–	﹤0.01%	394
2018 Q1	$11K	Hold	345	–	–	﹤0.01%	421
2017 Q4	$11K	Hold	345	–	–	﹤0.01%	402
2017 Q3	$12K	Sell	345 -400	-54%	-$13.2K	﹤0.01%	389
2017 Q2	$25K	Hold	745	–	–	﹤0.01%	335
2017 Q1	$22K	Buy	745 +400	+116%	+$12K	﹤0.01%	342
2016 Q4	$9K	Hold	345	–	–	﹤0.01%	393
2016 Q3	$9K	Hold	345	–	–	﹤0.01%	398
2016 Q2	$8K	Hold	345	–	–	﹤0.01%	398
2016 Q1	$10K	Hold	345	–	–	﹤0.01%	387
2015 Q4	$10K	Buy	+345	New	+$11K	﹤0.01%	396

Other funds holding BX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Endurance Wealth Management's BX Position: Q2 2023 in Review

Endurance Wealth Management held its Blackstone (BX) position steady in Q2 2023 at 845 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #293.

Endurance Wealth Management first reported a position in BX in Q4 2015 and has held it in 31 quarters since. The position peaked at $109K in Q4 2021. 1,587 funds tracked by Wall St. Rank hold BX as of Q2 2023.

Endurance Wealth Management held 845 shares of Blackstone worth $79K as of Q2 2023.
Endurance Wealth Management left its Blackstone share count unchanged in Q2 2023.
Blackstone made up 0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #293 holding.
Endurance Wealth Management first reported a position in Blackstone in Q4 2015 and has held it in 31 quarters since.
Endurance Wealth Management's Blackstone position peaked at $109K in Q4 2021.
1,587 funds tracked by Wall St. Rank held Blackstone as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.