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Geller Advisors’s Blackstone BX Stock Holding History

Geller 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
Q4 		$373K Buy
2,161
+778
+56% +$136K 0.02% 175
2024
Q3 		$212K Buy
+1,383
New +$192K 0.01% 254
2024
Q2 		– Sell
-7,366
Closed -$968K – 269
2024
Q1 		$968K Buy
+7,366
New +$920K 0.08% 75

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Geller Advisors's BX Position: Q4 2024 in Review

Geller Advisors increased its Blackstone (BX) stake by 56% in Q4 2024, buying an estimated $136K and bringing the position to 2,161 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #175.

Geller Advisors first reported a position in BX in Q1 2024 and has held it in 3 quarters since. The position peaked at $968K in Q1 2024. 2,142 funds tracked by Wall St. Rank hold BX as of Q4 2024.

  • Geller Advisors held 2,161 shares of Blackstone worth $373K as of Q4 2024.
  • Geller Advisors bought 778 Blackstone shares in Q4 2024, an estimated $136K.
  • Blackstone made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #175 holding.
  • Geller Advisors first reported a position in Blackstone in Q1 2024 and has held it in 3 quarters since.
  • Geller Advisors's Blackstone position peaked at $968K in Q1 2024.
  • 2,142 funds tracked by Wall St. Rank held Blackstone as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.