Fortis Advisors’s Blackstone BX Stock Holding History

Fortis 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 Q2	–	Sell	-1,200	Closed	-$105K	–	111
2023 Q1	$105K	Hold	1,200	–	–	0.07%	115
2022 Q4	$89K	Hold	1,200	–	–	0.07%	123
2022 Q3	$100K	Hold	1,200	–	–	0.07%	117
2022 Q2	$109K	Hold	1,200	–	–	0.07%	119
2022 Q1	$152K	Hold	1,200	–	–	0.08%	120
2021 Q4	$155K	Hold	1,200	–	–	0.09%	110
2021 Q3	$140K	Hold	1,200	–	–	0.09%	114
2021 Q2	$117K	Buy	1,200 +300	+33%	+$26.6K	0.07%	128
2021 Q1	$67K	Hold	900	–	–	0.05%	136
2020 Q4	$58K	Hold	900	–	–	0.05%	107
2020 Q3	$47K	Hold	900	–	–	0.04%	108
2020 Q2	$51K	Hold	900	–	–	0.05%	113
2020 Q1	$41K	Buy	+900	New	+$49.8K	0.03%	190

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fortis Advisors's BX Position: Q2 2023 in Review

Fortis Advisors sold out of Blackstone (BX) in Q2 2023, closing a stake of 1,200 shares — an estimated $105K sold.

Fortis Advisors first reported a position in BX in Q1 2020 and held it in 13 quarters. The position peaked at $155K in Q4 2021. 1,584 funds tracked by Wall St. Rank hold BX as of Q2 2023.

Fortis Advisors reported no remaining Blackstone position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 1,200 Blackstone shares in Q2 2023, an estimated $105K.
Fortis Advisors first reported a position in Blackstone in Q1 2020 and held it in 13 quarters.
Fortis Advisors's Blackstone position peaked at $155K in Q4 2021.
1,584 funds tracked by Wall St. Rank held Blackstone as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.