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First Trust Investment Solutions’s Blackstone BX Stock Holding History

First Trust Investment Solutions’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 		$237K Buy
+1,549
New +$215K 0.03% 259
2024
Q2 		– Sell
-2,016
Closed -$265K – 265
2024
Q1 		$265K Buy
+2,016
New +$252K 0.05% 210

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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 Trust Investment Solutions's BX Position: Q3 2024 in Review

First Trust Investment Solutions opened a new position in Blackstone (BX) in Q3 2024: 1,549 shares worth $237K. The stake represents 0.03% of the portfolio and ranks #259 among its holdings. This is a return to the name: First Trust Investment Solutions previously reported a position in BX as recently as Q1 2024.

First Trust Investment Solutions first reported a position in BX in Q1 2024 and has held it in 2 quarters since. The position peaked at $265K in Q1 2024. 1,940 funds tracked by Wall St. Rank hold BX as of Q3 2024.

  • First Trust Investment Solutions held 1,549 shares of Blackstone worth $237K as of Q3 2024.
  • Blackstone was a new First Trust Investment Solutions position in Q3 2024.
  • Blackstone made up 0.03% of First Trust Investment Solutions's portfolio in Q3 2024, its #259 holding.
  • First Trust Investment Solutions first reported a position in Blackstone in Q1 2024 and has held it in 2 quarters since.
  • First Trust Investment Solutions's Blackstone position peaked at $265K in Q1 2024.
  • 1,940 funds tracked by Wall St. Rank held Blackstone as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.