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First Trust Direct Indexing’s Blackstone BX Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-17,563
Closed -$2.69M – 131
2024
Q3 		$2.69M Buy
17,563
+3,745
+27% +$520K 0.14% 137
2024
Q2 		$1.71M Buy
13,818
+2,032
+17% +$250K 0.11% 194
2024
Q1 		$1.55M Buy
11,786
+2,858
+32% +$357K 0.12% 186
2023
Q4 		$1.17M Buy
8,928
+2,494
+39% +$270K 0.1% 221
2023
Q3 		$689K Buy
6,434
+829
+15% +$86.3K 0.08% 305
2023
Q2 		$521K Sell
5,605
-288
-5% -$24.9K 0.06% 401
2023
Q1 		$518K Sell
5,893
-577
-9% -$51K 0.06% 389
2022
Q4 		$480K Sell
6,470
-293
-4% -$25.3K 0.06% 392
2022
Q3 		$566K Buy
6,763
+671
+11% +$65K 0.08% 314
2022
Q2 		$556K Buy
6,092
+276
+5% +$29.8K 0.08% 325
2022
Q1 		$738K Buy
5,816
+1,221
+27% +$149K 0.09% 283
2021
Q4 		$595K Buy
4,595
+139
+3% +$18.5K 0.08% 311
2021
Q3 		$518K Buy
+4,456
New +$517K 0.07% 338

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

First Trust Direct Indexing's BX Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Blackstone (BX) in Q4 2024, closing a stake of 17,563 shares — an estimated $2.69M sold.

First Trust Direct Indexing first reported a position in BX in Q3 2021 and held it in 13 quarters. The position peaked at $2.69M in Q3 2024. 2,142 funds tracked by Wall St. Rank hold BX as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Blackstone position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 17,563 Blackstone shares in Q4 2024, an estimated $2.69M.
  • First Trust Direct Indexing first reported a position in Blackstone in Q3 2021 and held it in 13 quarters.
  • First Trust Direct Indexing's Blackstone position peaked at $2.69M in Q3 2024.
  • 2,142 funds tracked by Wall St. Rank held Blackstone as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.