Financial Synergies Wealth Advisors’s Blackstone BX Stock Holding History

Financial Synergies Wealth 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	-13	Closed	-$1.21K	–	503
2023 Q2	$1.21K	Sell	13 -4	-24%	-$346	﹤0.01%	349
2023 Q1	$1.49K	Buy	+17	New	+$1.5K	﹤0.01%	330
2022 Q4	–	Sell	-6	Closed	-$503	–	467
2022 Q3	$503	Hold	6	–	–	﹤0.01%	364
2022 Q2	$548	Buy	+6	New	+$648	﹤0.01%	366

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

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

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

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

Financial Synergies Wealth Advisors's BX Position: Q3 2023 in Review

Financial Synergies Wealth Advisors sold out of Blackstone (BX) in Q3 2023, closing a stake of 13 shares — an estimated $1.21K sold.

Financial Synergies Wealth Advisors first reported a position in BX in Q2 2022 and held it in 4 quarters. The position peaked at $1.49K in Q1 2023. 1,668 funds tracked by Wall St. Rank hold BX as of Q3 2023.

Financial Synergies Wealth Advisors reported no remaining Blackstone position as of Q3 2023 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 13 Blackstone shares in Q3 2023, an estimated $1.21K.
Financial Synergies Wealth Advisors first reported a position in Blackstone in Q2 2022 and held it in 4 quarters.
Financial Synergies Wealth Advisors's Blackstone position peaked at $1.49K in Q1 2023.
1,668 funds tracked by Wall St. Rank held Blackstone as of Q3 2023.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2023, filed 4 Apr 2024.