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Fernwood Investment Management’s Blackstone BX Stock Holding History

Fernwood Investment 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
Q2 		– Sell
-1,116
Closed -$147K – 263
2024
Q1 		$147K Buy
+1,116
New +$139K 0.04% 225

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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
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fernwood Investment Management's BX Position: Q2 2024 in Review

Fernwood Investment Management sold out of Blackstone (BX) in Q2 2024, closing a stake of 1,116 shares — an estimated $147K sold.

Fernwood Investment Management first reported a position in BX in Q1 2024 and held it in 1 quarter. The position peaked at $147K in Q1 2024. 1,861 funds tracked by Wall St. Rank hold BX as of Q2 2024.

  • Fernwood Investment Management reported no remaining Blackstone position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 1,116 Blackstone shares in Q2 2024, an estimated $147K.
  • Fernwood Investment Management first reported a position in Blackstone in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Blackstone position peaked at $147K in Q1 2024.
  • 1,861 funds tracked by Wall St. Rank held Blackstone as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.