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Heritage Financial Services’s Blackstone BX Stock Holding History

Heritage 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
2022
Q3 		– Sell
-223
Closed -$20K – 119
2022
Q2 		$20K Buy
+223
New +$24.1K 0.01% 247

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Heritage Financial Services's BX Position: Q3 2022 in Review

Heritage Financial Services sold out of Blackstone (BX) in Q3 2022, closing a stake of 223 shares — an estimated $20K sold.

Heritage Financial Services first reported a position in BX in Q2 2022 and held it in 1 quarter. The position peaked at $20K in Q2 2022. 1,540 funds tracked by Wall St. Rank hold BX as of Q3 2022.

  • Heritage Financial Services reported no remaining Blackstone position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 223 Blackstone shares in Q3 2022, an estimated $20K.
  • Heritage Financial Services first reported a position in Blackstone in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Blackstone position peaked at $20K in Q2 2022.
  • 1,540 funds tracked by Wall St. Rank held Blackstone as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.