GYL Financial Synergies’s Blackstone BX Stock Holding History

GYL Financial Synergies’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 Q3	$388K	Buy	2,535 +44	+2%	+$6.1K	0.03%	264
2024 Q2	$308K	Buy	2,491 +674	+37%	+$82.9K	0.02%	293
2024 Q1	$239K	Sell	1,817 -184	-9%	-$23K	0.02%	331
2023 Q4	$262K	Buy	2,001 +67	+3%	+$7.25K	0.02%	305
2023 Q3	$207K	Buy	+1,934	New	+$201K	0.02%	320
2023 Q1	–	Sell	-6,150	Closed	-$456K	–	284
2022 Q4	$456K	Sell	6,150 -817	-12%	-$70.6K	0.1%	136
2022 Q3	$583K	Buy	6,967 +125	+2%	+$12.1K	0.16%	89
2022 Q2	$624K	Sell	6,842 -37	-0.5%	-$4K	0.17%	84
2022 Q1	$873K	Buy	6,879 +1,179	+21%	+$144K	0.21%	63
2021 Q4	$738K	Buy	5,700 +65	+1%	+$8.67K	0.2%	81
2021 Q3	$656K	Sell	5,635 -1,203	-18%	-$140K	0.34%	73
2021 Q2	$664K	Buy	6,838 +108	+2%	+$9.59K	0.34%	70
2021 Q1	$502K	Buy	+6,730	New	+$465K	0.28%	94

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

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

GYL Financial Synergies's BX Position: Q3 2024 in Review

GYL Financial Synergies increased its Blackstone (BX) stake by 1.8% in Q3 2024, buying an estimated $6.1K and bringing the position to 2,535 shares worth $388K. The position accounts for 0.03% of the portfolio, ranked #264.

GYL Financial Synergies first reported a position in BX in Q1 2021 and has held it in 13 quarters since. The position peaked at $873K in Q1 2022. 1,947 funds tracked by Wall St. Rank hold BX as of Q3 2024.

GYL Financial Synergies held 2,535 shares of Blackstone worth $388K as of Q3 2024.
GYL Financial Synergies bought 44 Blackstone shares in Q3 2024, an estimated $6.1K.
Blackstone made up 0.03% of GYL Financial Synergies's portfolio in Q3 2024, its #264 holding.
GYL Financial Synergies first reported a position in Blackstone in Q1 2021 and has held it in 13 quarters since.
GYL Financial Synergies's Blackstone position peaked at $873K in Q1 2022.
1,947 funds tracked by Wall St. Rank held Blackstone as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.