HBC Financial Services’s Blackstone BX Stock Holding History

HBC Financial Services’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	$5K	Hold	30	–	–	﹤0.01%	131
2024 Q3	$5K	Hold	30	–	–	﹤0.01%	133
2024 Q2	$4K	Hold	30	–	–	﹤0.01%	124
2024 Q1	$3K	Sell	30 -20	-40%	-$2.5K	﹤0.01%	131
2023 Q4	$6K	Hold	50	–	–	﹤0.01%	117
2023 Q3	$5K	Hold	50	–	–	﹤0.01%	127
2023 Q2	$5K	Hold	50	–	–	﹤0.01%	123
2023 Q1	$4K	Hold	50	–	–	﹤0.01%	143
2022 Q4	$3K	Hold	50	–	–	﹤0.01%	132
2022 Q3	$4K	Hold	50	–	–	﹤0.01%	130
2022 Q2	$4K	Hold	50	–	–	﹤0.01%	137
2022 Q1	$5K	Hold	50	–	–	﹤0.01%	131
2021 Q4	$6K	Hold	50	–	–	﹤0.01%	130
2021 Q3	$5K	Hold	50	–	–	﹤0.01%	122
2021 Q2	$4K	Hold	50	–	–	﹤0.01%	138
2021 Q1	$3.98K	Buy	+50	New	+$3.45K	﹤0.01%	146

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

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

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

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

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

HBC Financial Services's BX Position: Q4 2024 in Review

HBC Financial Services held its Blackstone (BX) position steady in Q4 2024 at 30 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #131.

HBC Financial Services first reported a position in BX in Q1 2021 and has held it in 16 quarters since. The position peaked at $6K in Q4 2023. 2,149 funds tracked by Wall St. Rank hold BX as of Q4 2024.

HBC Financial Services held 30 shares of Blackstone worth $5K as of Q4 2024.
HBC Financial Services left its Blackstone share count unchanged in Q4 2024.
Blackstone made up ﹤0.01% of HBC Financial Services's portfolio in Q4 2024, its #131 holding.
HBC Financial Services first reported a position in Blackstone in Q1 2021 and has held it in 16 quarters since.
HBC Financial Services's Blackstone position peaked at $6K in Q4 2023.
2,149 funds tracked by Wall St. Rank held Blackstone as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.