Heritage Wealth Management (Arizona)’s Blackstone BX Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$19.6K	Sell	264 -368	-58%	-$31.8K	﹤0.01%	663
2022 Q3	$53K	Hold	632	–	–	0.02%	392
2022 Q2	$57.7K	Hold	632	–	–	0.02%	395
2022 Q1	$80K	Buy	+632	New	+$77.1K	0.02%	397
2021 Q3	$144K	Hold	1,234	–	–	0.05%	272
2021 Q2	$120K	Buy	1,234 +496	+67%	+$44K	0.05%	309
2021 Q1	$55K	Buy	+738	New	+$51K	0.03%	361

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CSA

Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BX Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) reduced its Blackstone (BX) stake by 58% in Q4 2022, selling an estimated $31.8K and leaving 264 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Heritage Wealth Management (Arizona) first reported a position in BX in Q1 2021 and has held it in 7 quarters since. The position peaked at $144K in Q3 2021. 1,556 funds tracked by Wall St. Rank hold BX as of Q4 2022.

Heritage Wealth Management (Arizona) held 264 shares of Blackstone worth $19.6K as of Q4 2022.
Heritage Wealth Management (Arizona) sold 368 Blackstone shares in Q4 2022, an estimated $31.8K.
Blackstone made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #663 holding.
Heritage Wealth Management (Arizona) first reported a position in Blackstone in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Blackstone position peaked at $144K in Q3 2021.
1,556 funds tracked by Wall St. Rank held Blackstone as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.