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Epic Trust Investment Advisors’s Blackstone BX Stock Holding History

Epic Trust Investment 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
Q3 		– Sell
-2,647
Closed -$242K – 103
2022
Q2 		$242K Sell
2,647
-398
-13% -$43K 0.46% 54
2022
Q1 		$376K Buy
3,045
+389
+15% +$47.4K 0.59% 37
2021
Q4 		$344K Buy
+2,656
New +$354K 0.5% 50

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Epic Trust Investment Advisors's BX Position: Q3 2022 in Review

Epic Trust Investment Advisors sold out of Blackstone (BX) in Q3 2022, closing a stake of 2,647 shares — an estimated $242K sold.

Epic Trust Investment Advisors first reported a position in BX in Q4 2021 and held it in 3 quarters. The position peaked at $376K in Q1 2022. 1,540 funds tracked by Wall St. Rank hold BX as of Q3 2022.

  • Epic Trust Investment Advisors reported no remaining Blackstone position as of Q3 2022 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 2,647 Blackstone shares in Q3 2022, an estimated $242K.
  • Epic Trust Investment Advisors first reported a position in Blackstone in Q4 2021 and held it in 3 quarters.
  • Epic Trust Investment Advisors's Blackstone position peaked at $376K in Q1 2022.
  • 1,540 funds tracked by Wall St. Rank held Blackstone as of Q3 2022.

Based on Epic Trust Investment Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.