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FDx Advisors’s Blackstone BX Stock Holding History

FDx 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
2023
Q3 		– Sell
-4,608
Closed -$428K – 646
2023
Q2 		$428K Buy
+4,608
New +$398K 0.02% 492
2022
Q4 		– Sell
-6,179
Closed -$517K – 745
2022
Q3 		$517K Sell
6,179
-6,635
-52% -$643K 0.02% 401
2022
Q2 		$1.17M Sell
12,814
-3,425
-21% -$370K 0.04% 292
2022
Q1 		$2.06M Sell
16,239
-1,233
-7% -$150K 0.07% 208
2021
Q4 		$2.26M Buy
17,472
+9,441
+118% +$1.26M 0.06% 218
2021
Q3 		$934K Sell
8,031
-536
-6% -$62.2K 0.03% 352
2021
Q2 		$832K Sell
8,567
-1,560
-15% -$139K 0.03% 372
2021
Q1 		$755K Buy
10,127
+677
+7% +$46.7K 0.03% 362
2020
Q4 		$612K Buy
9,450
+539
+6% +$31.4K 0.03% 385
2020
Q3 		$465K Buy
8,911
+658
+8% +$35.2K 0.02% 398
2020
Q2 		$468K Sell
8,253
-485
-6% -$25.5K 0.02% 347
2020
Q1 		$398K Buy
8,738
+259
+3% +$14.3K 0.03% 334
2019
Q4 		$474K Buy
8,479
+691
+9% +$35.8K 0.03% 363
2019
Q3 		$380K Buy
+7,788
New +$380K 0.03% 412
2017
Q2 		– Sell
-36,066
Closed -$1.07M – 1189
2017
Q1 		$1.07M Buy
36,066
+272
+0.8% +$8.18K 0.03% 507
2016
Q4 		$968K Buy
+35,794
New +$929K 0.03% 539

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FDx Advisors's BX Position: Q3 2023 in Review

FDx Advisors sold out of Blackstone (BX) in Q3 2023, closing a stake of 4,608 shares — an estimated $428K sold.

FDx Advisors first reported a position in BX in Q4 2016 and held it in 16 quarters. The position peaked at $2.26M in Q4 2021. 1,668 funds tracked by Wall St. Rank hold BX as of Q3 2023.

  • FDx Advisors reported no remaining Blackstone position as of Q3 2023 after selling out during the quarter.
  • FDx Advisors sold 4,608 Blackstone shares in Q3 2023, an estimated $428K.
  • FDx Advisors first reported a position in Blackstone in Q4 2016 and held it in 16 quarters.
  • FDx Advisors's Blackstone position peaked at $2.26M in Q4 2021.
  • 1,668 funds tracked by Wall St. Rank held Blackstone as of Q3 2023.

Based on FDx Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.