Gray Wealth Management’s Blackstone BX Stock Holding History

Gray 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
2024 Q4	$383K	Hold	2,223	–	–	0.15%	83
2024 Q3	$340K	Hold	2,223	–	–	0.13%	91
2024 Q2	$275K	Buy	2,223 +1	+0%	+$123	0.12%	104
2024 Q1	$292K	Hold	2,222	–	–	0.13%	97
2023 Q4	$291K	Sell	2,222 -399	-15%	-$43.2K	0.14%	90
2023 Q3	$281K	Buy	2,621 +401	+18%	+$41.8K	0.14%	91
2023 Q2	$206K	Sell	2,220 -357	-14%	-$30.8K	0.1%	126
2023 Q1	$226K	Buy	+2,577	New	+$228K	0.12%	107
2022 Q4	–	Sell	-3,275	Closed	-$274K	–	117
2022 Q3	$274K	Sell	3,275 -180	-5%	-$17.4K	0.17%	81
2022 Q2	$315K	Buy	3,455 +1	+0%	+$108	0.19%	77
2022 Q1	$438K	Buy	3,454 +2	+0.1%	+$244	0.23%	71
2021 Q4	$447K	Hold	3,452	–	–	0.22%	70
2021 Q3	$402K	Sell	3,452 -224	-6%	-$26K	0.22%	71
2021 Q2	$357K	Hold	3,676	–	–	0.21%	76
2021 Q1	$274K	Buy	3,676 +330	+10%	+$22.8K	0.17%	85
2020 Q4	$217K	Buy	+3,346	New	+$195K	0.15%	100
2020 Q3	–	Sell	-3,745	Closed	-$214K	–	97
2020 Q2	$214K	Buy	+3,745	New	+$197K	0.18%	86

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Gray Wealth Management's BX Position: Q4 2024 in Review

Gray Wealth Management held its Blackstone (BX) position steady in Q4 2024 at 2,223 shares worth $383K. The position accounts for 0.15% of the portfolio, ranked #83.

Gray Wealth Management first reported a position in BX in Q2 2020 and has held it in 17 quarters since. The position peaked at $447K in Q4 2021. 2,142 funds tracked by Wall St. Rank hold BX as of Q4 2024.

Gray Wealth Management held 2,223 shares of Blackstone worth $383K as of Q4 2024.
Gray Wealth Management left its Blackstone share count unchanged in Q4 2024.
Blackstone made up 0.15% of Gray Wealth Management's portfolio in Q4 2024, its #83 holding.
Gray Wealth Management first reported a position in Blackstone in Q2 2020 and has held it in 17 quarters since.
Gray Wealth Management's Blackstone position peaked at $447K in Q4 2021.
2,142 funds tracked by Wall St. Rank held Blackstone as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.