Financial Advocates Investment Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-3,555
| Closed | -$532K | – | 158 |
|
|
2025
Q2 | $532K | Sell |
3,555
-3,426
| -49% | -$471K | 0.04% | 346 |
|
|
2025
Q1 | $976K | Buy |
6,981
+129
| +2% | +$20.9K | 0.07% | 282 |
|
|
2024
Q4 | $1.18M | Buy |
6,852
+171
| +3% | +$29.8K | 0.07% | 264 |
|
|
2024
Q3 | $1.02M | Buy |
6,681
+372
| +6% | +$51.6K | 0.06% | 302 |
|
|
2024
Q2 | $781K | Sell |
6,309
-1,510
| -19% | -$186K | 0.05% | 343 |
|
|
2024
Q1 | $1.03M | Buy |
7,819
+190
| +2% | +$23.7K | 0.06% | 306 |
|
|
2023
Q4 | $999K | Buy |
7,629
+232
| +3% | +$25.1K | 0.07% | 288 |
|
|
2023
Q3 | $793K | Buy |
7,397
+437
| +6% | +$45.5K | 0.06% | 312 |
|
|
2023
Q2 | $647K | Sell |
6,960
-856
| -11% | -$73.9K | 0.05% | 347 |
|
|
2023
Q1 | $687K | Sell |
7,816
-933
| -11% | -$82.4K | 0.05% | 359 |
|
|
2022
Q4 | $649K | Sell |
8,749
-1,461
| -14% | -$126K | 0.05% | 388 |
|
|
2022
Q3 | $841K | Sell |
10,210
-1,004
| -9% | -$97.2K | 0.07% | 292 |
|
|
2022
Q2 | $1.02M | Sell |
11,214
-429
| -4% | -$46.3K | 0.08% | 266 |
|
|
2022
Q1 | $1.48M | Sell |
11,643
-105
| -0.9% | -$12.8K | 0.1% | 232 |
|
|
2021
Q4 | $1.52M | Buy |
11,748
+3,195
| +37% | +$426K | 0.1% | 246 |
|
|
2021
Q3 | $995K | Buy |
8,553
+1,083
| +14% | +$126K | 0.07% | 316 |
|
|
2021
Q2 | $725K | Sell |
7,470
-5,237
| -41% | -$465K | 0.05% | 386 |
|
|
2021
Q1 | $947K | Buy |
12,707
+406
| +3% | +$28K | 0.07% | 327 |
|
|
2020
Q4 | $797K | Buy |
12,301
+842
| +7% | +$49K | 0.05% | 347 |
|
|
2020
Q3 | $598K | Sell |
11,459
-110
| -1% | -$5.89K | 0.05% | 341 |
|
|
2020
Q2 | $655K | Sell |
11,569
-1,042
| -8% | -$54.8K | 0.06% | 314 |
|
|
2020
Q1 | $575K | Buy |
12,611
+3,494
| +38% | +$193K | 0.08% | 255 |
|
|
2019
Q4 | $510K | Buy |
9,117
+1,182
| +15% | +$61.3K | 0.05% | 306 |
|
|
2019
Q3 | $388K | Sell |
7,935
-6,036
| -43% | -$294K | 0.04% | 334 |
|
|
2019
Q2 | $621K | Buy |
13,971
+3,253
| +30% | +$130K | 0.07% | 249 |
|
|
2019
Q1 | $375K | Sell |
10,718
-223
| -2% | -$7.44K | 0.05% | 324 |
|
|
2018
Q4 | $326K | Sell |
10,941
-748
| -6% | -$24.7K | 0.04% | 323 |
|
|
2018
Q3 | $446K | Buy |
11,689
+101
| +0.9% | +$3.65K | 0.05% | 308 |
|
|
2018
Q2 | $384K | Sell |
11,588
-10,990
| -49% | -$350K | 0.05% | 317 |
|
|
2018
Q1 | $721K | Sell |
22,578
-15,514
| -41% | -$529K | 0.09% | 212 |
|
|
2017
Q4 | $1.22M | Buy |
+38,092
| New | +$1.24M | 0.17% | 133 |
|
Other funds holding BX
Financial Advocates Investment Management's BX Position: Q3 2025 in Review
Financial Advocates Investment Management sold out of Blackstone (BX) in Q3 2025, closing a stake of 3,555 shares — an estimated $532K sold.
Financial Advocates Investment Management first reported a position in BX in Q4 2017 and held it in 31 quarters. The position peaked at $1.52M in Q4 2021. 2,211 funds tracked by Wall St. Rank hold BX as of Q3 2025.
- Financial Advocates Investment Management reported no remaining Blackstone position as of Q3 2025 after selling out during the quarter.
- Financial Advocates Investment Management sold 3,555 Blackstone shares in Q3 2025, an estimated $532K.
- Financial Advocates Investment Management first reported a position in Blackstone in Q4 2017 and held it in 31 quarters.
- Financial Advocates Investment Management's Blackstone position peaked at $1.52M in Q4 2021.
- 2,211 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.
Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.