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Executive Wealth Management’s Blackstone BX Stock Holding History

Executive 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
2024
Q4 		$1.17M Buy
6,780
+11
+0.2% +$1.92K 0.09% 133
2024
Q3 		$1.04M Buy
6,769
+27
+0.4% +$3.75K 0.08% 132
2024
Q2 		$835K Buy
6,742
+765
+13% +$94.1K 0.15% 60
2024
Q1 		$783K Buy
5,977
+67
+1% +$8.37K 0.07% 129
2023
Q4 		$774K Buy
5,910
+3,172
+116% +$343K 0.07% 126
2023
Q3 		$293K Buy
2,738
+16
+0.6% +$1.67K 0.03% 162
2023
Q2 		$253K Sell
2,722
-129
-5% -$11.1K 0.03% 171
2023
Q1 		$251K Buy
2,851
+19
+0.7% +$1.68K 0.03% 170
2022
Q4 		$210K Buy
2,832
+2,610
+1,176% +$225K 0.03% 184
2022
Q3 		$222 Sell
222
-2,429
-92% -$235K 0.03% 167
2022
Q2 		$241K Buy
2,651
+62
+2% +$6.7K 0.03% 164
2022
Q1 		$328K Buy
2,589
+23
+0.9% +$2.81K 0.04% 157
2021
Q4 		$332K Buy
2,566
+15
+0.6% +$2K 0.03% 157
2021
Q3 		$296K Buy
2,551
+12
+0.5% +$1.39K 0.03% 152
2021
Q2 		$246K Buy
+2,539
New +$225K 0.03% 171
2021
Q1 		– Sell
-3,261
Closed -$211K – 189
2020
Q4 		$211K Buy
+3,261
New +$190K 0.03% 167
2019
Q2 		– Sell
-2,802
Closed -$98K – 897
2019
Q1 		$98K Sell
2,802
-1,200
-30% -$40K 0.02% 198
2018
Q4 		$119K Buy
+4,002
New +$132K 0.02% 183

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Executive Wealth Management's BX Position: Q4 2024 in Review

Executive Wealth Management increased its Blackstone (BX) stake by 0.16% in Q4 2024, buying an estimated $1.92K and bringing the position to 6,780 shares worth $1.17M. The position accounts for 0.09% of the portfolio, ranked #133.

Executive Wealth Management first reported a position in BX in Q4 2018 and has held it in 18 quarters since. 2,142 funds tracked by Wall St. Rank hold BX as of Q4 2024.

  • Executive Wealth Management held 6,780 shares of Blackstone worth $1.17M as of Q4 2024.
  • Executive Wealth Management bought 11 Blackstone shares in Q4 2024, an estimated $1.92K.
  • Blackstone made up 0.09% of Executive Wealth Management's portfolio in Q4 2024, its #133 holding.
  • Executive Wealth Management first reported a position in Blackstone in Q4 2018 and has held it in 18 quarters since.
  • 2,142 funds tracked by Wall St. Rank held Blackstone as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.