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Fortune Financial Advisors’s Blackstone BX Stock Holding History

Fortune Financial 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
2024
Q3 		– Sell
-22,864
Closed -$2.83M – 95
2024
Q2 		$2.83M Sell
22,864
-512
-2% -$63K 1.73% 14
2024
Q1 		$3.07M Sell
23,376
-630
-3% -$78.7K 1.95% 13
2023
Q4 		$3.14M Buy
24,006
+58
+0.2% +$6.28K 2.19% 9
2023
Q3 		$2.57M Buy
23,948
+797
+3% +$83K 1.96% 14
2023
Q2 		$2.15M Buy
+23,151
New +$2M 1.62% 18

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

Fortune Financial Advisors's BX Position: Q3 2024 in Review

Fortune Financial Advisors sold out of Blackstone (BX) in Q3 2024, closing a stake of 22,864 shares — an estimated $2.83M sold.

Fortune Financial Advisors first reported a position in BX in Q2 2023 and held it in 5 quarters. The position peaked at $3.14M in Q4 2023. 1,941 funds tracked by Wall St. Rank hold BX as of Q3 2024.

  • Fortune Financial Advisors reported no remaining Blackstone position as of Q3 2024 after selling out during the quarter.
  • Fortune Financial Advisors sold 22,864 Blackstone shares in Q3 2024, an estimated $2.83M.
  • Fortune Financial Advisors first reported a position in Blackstone in Q2 2023 and held it in 5 quarters.
  • Fortune Financial Advisors's Blackstone position peaked at $3.14M in Q4 2023.
  • 1,941 funds tracked by Wall St. Rank held Blackstone as of Q3 2024.

Based on Fortune Financial Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.