Frontier Wealth Management’s Blackstone BX Stock Holding History

Frontier Wealth Management’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
2022 Q2	$1.39M	Buy	15,176 +1,555	+11%	+$168K	0.1%	150
2022 Q1	$1.54M	Buy	13,621 +7,570	+125%	+$923K	0.02%	146
2021 Q4	$783K	Sell	6,051 -300	-5%	-$40K	0.05%	220
2021 Q3	$739K	Sell	6,351 -100	-2%	-$11.6K	0.05%	224
2021 Q2	$627K	Sell	6,451 -350	-5%	-$31.1K	0.04%	234
2021 Q1	$507K	Sell	6,801 -600	-8%	-$41.4K	0.04%	238
2020 Q4	$480K	Buy	7,401 +100	+1%	+$5.82K	0.04%	240
2020 Q3	$381K	Buy	7,301 +1,951	+36%	+$104K	0.03%	249
2020 Q2	$303K	Sell	5,350 -800	-13%	-$42.1K	0.03%	274
2020 Q1	$280K	Buy	+6,150	New	+$340K	0.05%	224
2018 Q4	–	Sell	-5,347	Closed	-$204K	–	373
2018 Q3	$204K	Sell	5,347 -19,470	-78%	-$703K	0.02%	358
2018 Q2	$798K	Sell	24,817 -540	-2%	-$17.2K	0.11%	164
2018 Q1	$810K	Buy	25,357 +1,000	+4%	+$34.1K	0.11%	169
2017 Q4	$780K	Sell	24,357 -334	-1%	-$10.9K	0.13%	156
2017 Q3	$824K	Sell	24,691 -8,170	-25%	-$269K	0.12%	169
2017 Q2	$1.1M	Hold	32,861	–	–	0.17%	146
2017 Q1	$976K	Sell	32,861 -9,938	-23%	-$299K	0.15%	158
2016 Q4	$1.16M	Sell	42,799 -50,800	-54%	-$1.32M	0.19%	136
2016 Q3	$2.39M	Buy	93,599 +19,790	+27%	+$522K	0.36%	77
2016 Q2	$1.81M	Sell	73,809 -5,700	-7%	-$152K	0.29%	88
2016 Q1	$2.23M	Buy	79,509 +9,750	+14%	+$258K	0.19%	78
2015 Q4	$2.04M	Sell	69,759 -820	-1%	-$26.1K	0.33%	85
2015 Q3	$2.19M	Buy	70,579 +13,400	+23%	+$485K	0.35%	76
2015 Q2	$2.29M	Buy	+57,179	New	+$2.35M	0.35%	62

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Frontier Wealth Management's BX Position: Q2 2022 in Review

Frontier Wealth Management increased its Blackstone (BX) stake by 11% in Q2 2022, buying an estimated $168K and bringing the position to 15,176 shares worth $1.39M. The position accounts for 0.1% of the portfolio, ranked #150.

Frontier Wealth Management first reported a position in BX in Q2 2015 and has held it in 24 quarters since. The position peaked at $2.39M in Q3 2016. 1,595 funds tracked by Wall St. Rank hold BX as of Q2 2022.

Frontier Wealth Management held 15,176 shares of Blackstone worth $1.39M as of Q2 2022.
Frontier Wealth Management bought 1,555 Blackstone shares in Q2 2022, an estimated $168K.
Blackstone made up 0.1% of Frontier Wealth Management's portfolio in Q2 2022, its #150 holding.
Frontier Wealth Management first reported a position in Blackstone in Q2 2015 and has held it in 24 quarters since.
Frontier Wealth Management's Blackstone position peaked at $2.39M in Q3 2016.
1,595 funds tracked by Wall St. Rank held Blackstone as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.