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Freedom Wealth Alliance’s Blackstone BX Stock Holding History

Freedom Wealth Alliance’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
Q3 		$568K Buy
5,302
+108
+2% +$11.2K 0.93% 19
2023
Q2 		$534K Sell
5,194
-665
-11% -$57.4K 0.75% 23
2023
Q1 		$515K Buy
5,859
+410
+8% +$36.2K 0.77% 23
2022
Q4 		$404K Buy
+5,449
New +$471K 0.57% 26

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Freedom Wealth Alliance's BX Position: Q3 2023 in Review

Freedom Wealth Alliance increased its Blackstone (BX) stake by 2.1% in Q3 2023, buying an estimated $11.2K and bringing the position to 5,302 shares worth $568K. The position accounts for 0.93% of the portfolio, ranked #19.

Freedom Wealth Alliance first reported a position in BX in Q4 2022 and has held it in 4 quarters since. 1,669 funds tracked by Wall St. Rank hold BX as of Q3 2023.

  • Freedom Wealth Alliance held 5,302 shares of Blackstone worth $568K as of Q3 2023.
  • Freedom Wealth Alliance bought 108 Blackstone shares in Q3 2023, an estimated $11.2K.
  • Blackstone made up 0.93% of Freedom Wealth Alliance's portfolio in Q3 2023, its #19 holding.
  • Freedom Wealth Alliance first reported a position in Blackstone in Q4 2022 and has held it in 4 quarters since.
  • 1,669 funds tracked by Wall St. Rank held Blackstone as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.