Game Plan Financial Advisors’s Blackstone BX Stock Holding History

Game Plan 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
2022 Q4	$993K	Sell	13,390 -614	-4%	-$53K	0.82%	42
2022 Q3	$1.17M	Sell	14,004 -487	-3%	-$47.2K	0.99%	35
2022 Q2	$1.31M	Sell	14,491 -5,673	-28%	-$613K	1.05%	35
2022 Q1	$2.56M	Buy	20,164 +190	+1%	+$23.2K	1.53%	27
2021 Q4	$2.58M	Buy	19,974 +63	+0.3%	+$8.4K	1.38%	29
2021 Q3	$2.32M	Sell	19,911 -1,089	-5%	-$126K	1.38%	25
2021 Q2	$2.04M	Sell	21,000 -2,744	-12%	-$244K	1.21%	33
2021 Q1	$1.78M	Sell	23,744 -1,932	-8%	-$133K	1.15%	33
2020 Q4	$1.67M	Buy	25,676 +3,070	+14%	+$179K	1.19%	31
2020 Q3	$1.18M	Sell	22,606 -3,613	-14%	-$193K	1.18%	34
2020 Q2	$1.49M	Buy	26,219 +2,386	+10%	+$126K	2.13%	17
2020 Q1	$1.09M	Buy	23,833 +2,615	+12%	+$145K	1.28%	29
2019 Q4	$1.19M	Buy	+21,218	New	+$1.1M	1.11%	32

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CSA

Cottage Street Advisors Marion, Massachusetts $231M AUM 24.51% 1-Year Est. Return

Game Plan Financial Advisors's BX Position: Q4 2022 in Review

Game Plan Financial Advisors reduced its Blackstone (BX) stake by 4.4% in Q4 2022, selling an estimated $53K and leaving 13,390 shares worth $993K. The position accounts for 0.82% of the portfolio, ranked #42.

Game Plan Financial Advisors first reported a position in BX in Q4 2019 and has held it in 13 quarters since. The position peaked at $2.58M in Q4 2021. 1,556 funds tracked by Wall St. Rank hold BX as of Q4 2022.

Game Plan Financial Advisors held 13,390 shares of Blackstone worth $993K as of Q4 2022.
Game Plan Financial Advisors sold 614 Blackstone shares in Q4 2022, an estimated $53K.
Blackstone made up 0.82% of Game Plan Financial Advisors's portfolio in Q4 2022, its #42 holding.
Game Plan Financial Advisors first reported a position in Blackstone in Q4 2019 and has held it in 13 quarters since.
Game Plan Financial Advisors's Blackstone position peaked at $2.58M in Q4 2021.
1,556 funds tracked by Wall St. Rank held Blackstone as of Q4 2022.

Based on Game Plan Financial Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.