Family Asset Management’s Blackstone BX Stock Holding History

Family Asset 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 Q4	–	Sell	-2,851	Closed	-$305K	–	189
2023 Q3	$305K	Hold	2,851	–	–	0.23%	73
2023 Q2	$265K	Hold	2,851	–	–	0.18%	87
2023 Q1	$250K	Sell	2,851 -55	-2%	-$4.86K	0.18%	91
2022 Q4	$216K	Buy	+2,906	New	+$251K	0.18%	89

Other funds holding BX

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

Family Asset Management's BX Position: Q4 2023 in Review

Family Asset Management sold out of Blackstone (BX) in Q4 2023, closing a stake of 2,851 shares — an estimated $305K sold.

Family Asset Management first reported a position in BX in Q4 2022 and held it in 4 quarters. The position peaked at $305K in Q3 2023. 1,809 funds tracked by Wall St. Rank hold BX as of Q4 2023.

Family Asset Management reported no remaining Blackstone position as of Q4 2023 after selling out during the quarter.
Family Asset Management sold 2,851 Blackstone shares in Q4 2023, an estimated $305K.
Family Asset Management first reported a position in Blackstone in Q4 2022 and held it in 4 quarters.
Family Asset Management's Blackstone position peaked at $305K in Q3 2023.
1,809 funds tracked by Wall St. Rank held Blackstone as of Q4 2023.

Based on Family Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.