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Halpern Financial’s Blackstone BX Stock Holding History

Halpern Financial’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
Q2 		– Sell
-152
Closed -$19.2K – 224
2024
Q1 		$19.2K Hold
152
– – 0.01% 133
2023
Q4 		$18.6K Sell
152
-100
-40% -$10.8K 0.01% 148
2023
Q3 		$27K Buy
252
+193
+327% +$20.1K 0.01% 109
2023
Q2 		$5.49K Buy
+59
New +$5.1K ﹤0.01% 215

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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

Halpern Financial's BX Position: Q2 2024 in Review

Halpern Financial sold out of Blackstone (BX) in Q2 2024, closing a stake of 152 shares — an estimated $19.2K sold.

Halpern Financial first reported a position in BX in Q2 2023 and held it in 4 quarters. The position peaked at $27K in Q3 2023. 1,861 funds tracked by Wall St. Rank hold BX as of Q2 2024.

  • Halpern Financial reported no remaining Blackstone position as of Q2 2024 after selling out during the quarter.
  • Halpern Financial sold 152 Blackstone shares in Q2 2024, an estimated $19.2K.
  • Halpern Financial first reported a position in Blackstone in Q2 2023 and held it in 4 quarters.
  • Halpern Financial's Blackstone position peaked at $27K in Q3 2023.
  • 1,861 funds tracked by Wall St. Rank held Blackstone as of Q2 2024.

Based on Halpern Financial's 13F filing for Q2 2024, filed 9 Jul 2024.