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Householder Group Estate & Retirement Specialist’s Blackstone BX Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$128K Sell
745
-404
-35% -$70.4K 0.1% 135
2024
Q3 		$175K Hold
1,149
– – 0.05% 268
2024
Q2 		$142K Buy
1,149
+147
+15% +$18.1K 0.04% 290
2024
Q1 		$132K Hold
1,002
– – 0.04% 307
2023
Q4 		$131K Sell
1,002
-100
-9% -$10.8K 0.04% 294
2023
Q3 		$118K Buy
+1,102
New +$115K 0.04% 288
2023
Q1 		$42K Buy
483
+1
+0.2% +$88 0.02% 470
2022
Q4 		$35K Buy
482
+1
+0.2% +$86 0.05% 133
2022
Q3 		$40K Buy
+481
New +$46.6K 0.02% 439
2022
Q1 		– Sell
-1,798
Closed -$233K – 192
2021
Q4 		$233K Buy
+1,798
New +$240K 0.09% 182

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BX Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Blackstone (BX) stake by 35% in Q4 2024, selling an estimated $70.4K and leaving 745 shares worth $128K. The position accounts for 0.1% of the portfolio, ranked #135.

Householder Group Estate & Retirement Specialist first reported a position in BX in Q4 2021 and has held it in 10 quarters since. The position peaked at $233K in Q4 2021. 2,144 funds tracked by Wall St. Rank hold BX as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 745 shares of Blackstone worth $128K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 404 Blackstone shares in Q4 2024, an estimated $70.4K.
  • Blackstone made up 0.1% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #135 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Blackstone in Q4 2021 and has held it in 10 quarters since.
  • Householder Group Estate & Retirement Specialist's Blackstone position peaked at $233K in Q4 2021.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.