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First Personal Financial Services’s Blackstone BX Stock Holding History

First Personal Financial Services’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
Q3 		$184K Buy
1,202
+2
+0.2% +$277 0.04% 129
2024
Q2 		$149K Hold
1,200
– – 0.03% 132
2024
Q1 		$158K Hold
1,200
– – 0.04% 130
2023
Q4 		$157K Sell
1,200
-200
-14% -$21.6K 0.04% 129
2023
Q3 		$150K Hold
1,400
– – 0.04% 123
2023
Q2 		$130K Hold
1,400
– – 0.03% 131
2023
Q1 		$123K Hold
1,400
– – 0.03% 134
2022
Q4 		$104K Sell
1,400
-79
-5% -$6.82K 0.03% 156
2022
Q3 		$124K Hold
1,479
– – 0.04% 136
2022
Q2 		$135K Sell
1,479
-50
-3% -$5.4K 0.04% 123
2022
Q1 		$194K Hold
1,529
– – 0.05% 115
2021
Q4 		$198K Sell
1,529
-75
-5% -$10K 0.04% 118
2021
Q3 		$187K Sell
1,604
-190
-11% -$22K 0.05% 121
2021
Q2 		$174K Sell
1,794
-810
-31% -$71.9K 0.04% 126
2021
Q1 		$194K Sell
2,604
-460
-15% -$31.8K 0.05% 117
2020
Q4 		$199K Sell
3,064
-1,436
-32% -$83.6K 0.06% 113
2020
Q3 		$235K Hold
4,500
– – 0.07% 105
2020
Q2 		$255K Hold
4,500
– – 0.09% 99
2020
Q1 		$205K Sell
4,500
-750
-14% -$41.5K 0.08% 104
2019
Q4 		$294K Sell
5,250
-250
-5% -$13K 0.1% 102
2019
Q3 		$269K Sell
5,500
-500
-8% -$24.4K 0.08% 114
2019
Q2 		$267K Sell
6,000
-2,070
-26% -$82.6K 0.08% 147
2019
Q1 		$282K Hold
8,070
– – 0.09% 144
2018
Q4 		$241K Sell
8,070
-1,000
-11% -$33.1K 0.08% 150
2018
Q3 		$345K Sell
9,070
-2,550
-22% -$92.1K 0.11% 134
2018
Q2 		$374K Hold
11,620
– – 0.13% 130
2018
Q1 		$371K Buy
+11,620
New +$396K 0.08% 165

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

First Personal Financial Services's BX Position: Q3 2024 in Review

First Personal Financial Services increased its Blackstone (BX) stake by 0.17% in Q3 2024, buying an estimated $277 and bringing the position to 1,202 shares worth $184K. The position accounts for 0.04% of the portfolio, ranked #129.

First Personal Financial Services first reported a position in BX in Q1 2018 and has held it in 27 quarters since. The position peaked at $374K in Q2 2018. 1,940 funds tracked by Wall St. Rank hold BX as of Q3 2024.

  • First Personal Financial Services held 1,202 shares of Blackstone worth $184K as of Q3 2024.
  • First Personal Financial Services bought 2 Blackstone shares in Q3 2024, an estimated $277.
  • Blackstone made up 0.04% of First Personal Financial Services's portfolio in Q3 2024, its #129 holding.
  • First Personal Financial Services first reported a position in Blackstone in Q1 2018 and has held it in 27 quarters since.
  • First Personal Financial Services's Blackstone position peaked at $374K in Q2 2018.
  • 1,940 funds tracked by Wall St. Rank held Blackstone as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.