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 $5.7T 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 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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital International Investors

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

Geode Capital Management

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

Edgewood Management

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

Bank of America

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