Fairhaven Wealth Management’s Blackstone BX Stock Holding History

Fairhaven 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	$626K	Buy	3,632 +19	+0.5%	+$3.31K	0.2%	56
2024 Q3	$553K	Buy	3,613 +4	+0.1%	+$555	0.17%	60
2024 Q2	$447K	Buy	3,609 +3	+0.1%	+$369	0.15%	64
2024 Q1	$474K	Buy	3,606 +4	+0.1%	+$500	0.16%	63
2023 Q4	$472K	Buy	3,602 +5	+0.1%	+$541	0.17%	61
2023 Q3	$385K	Buy	3,597 +4	+0.1%	+$417	0.15%	67
2023 Q2	$334K	Buy	+3,593	New	+$310K	0.13%	79
2022 Q4	$266K	Buy	3,583 +6	+0.2%	+$518	0.11%	83
2022 Q3	$299K	Buy	3,577 +6	+0.2%	+$581	0.13%	73
2022 Q2	$326K	Buy	3,571 +7	+0.2%	+$756	0.15%	66
2022 Q1	$452K	Buy	3,564 +6	+0.2%	+$732	0.18%	63
2021 Q4	$460K	Sell	3,558 -997	-22%	-$133K	0.18%	61
2021 Q3	$530K	Buy	4,555 +4	+0.1%	+$464	0.22%	56
2021 Q2	$442K	Buy	4,551 +404	+10%	+$35.9K	0.18%	62
2021 Q1	$309K	Hold	4,147	–	–	0.13%	80
2020 Q4	$269K	Buy	4,147 +4	+0.1%	+$233	0.12%	90
2020 Q3	$216K	Sell	4,143 -22	-0.5%	-$1.18K	0.13%	83
2020 Q2	$236K	Buy	+4,165	New	+$219K	0.16%	73

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

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

Fairhaven Wealth Management increased its Blackstone (BX) stake by 0.53% in Q4 2024, buying an estimated $3.31K and bringing the position to 3,632 shares worth $626K. The position accounts for 0.2% of the portfolio, ranked #56.

Fairhaven Wealth Management first reported a position in BX in Q2 2020 and has held it in 18 quarters since. 2,143 funds tracked by Wall St. Rank hold BX as of Q4 2024.

Fairhaven Wealth Management held 3,632 shares of Blackstone worth $626K as of Q4 2024.
Fairhaven Wealth Management bought 19 Blackstone shares in Q4 2024, an estimated $3.31K.
Blackstone made up 0.2% of Fairhaven Wealth Management's portfolio in Q4 2024, its #56 holding.
Fairhaven Wealth Management first reported a position in Blackstone in Q2 2020 and has held it in 18 quarters since.
2,143 funds tracked by Wall St. Rank held Blackstone as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.