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Highland Private Wealth Management’s Blackstone BX Stock Holding History

Highland Private Wealth Management’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
-2,232
Closed -$204K – 185
2022
Q2 		$204K Buy
2,232
+37
+2% +$4K 0.03% 180
2022
Q1 		$279K Buy
2,195
+11
+0.5% +$1.34K 0.04% 144
2021
Q4 		$282K Buy
+2,184
New +$291K 0.04% 147

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Highland Private Wealth Management's BX Position: Q3 2022 in Review

Highland Private Wealth Management sold out of Blackstone (BX) in Q3 2022, closing a stake of 2,232 shares — an estimated $204K sold.

Highland Private Wealth Management first reported a position in BX in Q4 2021 and held it in 3 quarters. The position peaked at $282K in Q4 2021. 1,542 funds tracked by Wall St. Rank hold BX as of Q3 2022.

  • Highland Private Wealth Management reported no remaining Blackstone position as of Q3 2022 after selling out during the quarter.
  • Highland Private Wealth Management sold 2,232 Blackstone shares in Q3 2022, an estimated $204K.
  • Highland Private Wealth Management first reported a position in Blackstone in Q4 2021 and held it in 3 quarters.
  • Highland Private Wealth Management's Blackstone position peaked at $282K in Q4 2021.
  • 1,542 funds tracked by Wall St. Rank held Blackstone as of Q3 2022.

Based on Highland Private Wealth Management's 13F filing for Q3 2022, filed 17 Oct 2022.