IWP
BX icon

Icon Wealth Partners’s Blackstone BX Stock Holding History

Icon Wealth Partners’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
2023
Q3 		$225K Buy
2,098
+98
+5% +$10.2K 0.03% 265
2023
Q2 		$186K Buy
2,000
+10
+0.5% +$864 0.02% 323
2023
Q1 		$175K Buy
+1,990
New +$176K 0.02% 333

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Icon Wealth Partners's BX Position: Q3 2023 in Review

Icon Wealth Partners increased its Blackstone (BX) stake by 4.9% in Q3 2023, buying an estimated $10.2K and bringing the position to 2,098 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #265.

Icon Wealth Partners first reported a position in BX in Q1 2023 and has held it in 3 quarters since. 1,668 funds tracked by Wall St. Rank hold BX as of Q3 2023.

  • Icon Wealth Partners held 2,098 shares of Blackstone worth $225K as of Q3 2023.
  • Icon Wealth Partners bought 98 Blackstone shares in Q3 2023, an estimated $10.2K.
  • Blackstone made up 0.03% of Icon Wealth Partners's portfolio in Q3 2023, its #265 holding.
  • Icon Wealth Partners first reported a position in Blackstone in Q1 2023 and has held it in 3 quarters since.
  • 1,668 funds tracked by Wall St. Rank held Blackstone as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.