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Institutional & Family Asset Management’s Blackstone BX Stock Holding History

Institutional & Family Asset 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
Q4 		– Sell
-67
Closed -$6K – 732
2022
Q3 		$6K Hold
67
– – ﹤0.01% 439
2022
Q2 		$6K Sell
67
-6
-8% -$648 ﹤0.01% 455
2022
Q1 		$9K Hold
73
– – ﹤0.01% 450
2021
Q4 		$9K Sell
73
-42
-37% -$5.6K ﹤0.01% 453
2021
Q3 		$13K Sell
115
-24
-17% -$2.79K ﹤0.01% 513
2021
Q2 		$14K Sell
139
-52
-27% -$4.62K ﹤0.01% 536
2021
Q1 		$14K Sell
191
-21
-10% -$1.45K ﹤0.01% 523
2020
Q4 		$14K Hold
212
– – ﹤0.01% 480
2020
Q3 		$11K Hold
212
– – ﹤0.01% 469
2020
Q2 		$12K Sell
212
-2,762
-93% -$145K ﹤0.01% 461
2020
Q1 		$136K Buy
2,974
+1,109
+59% +$61.3K 0.03% 178
2019
Q4 		$104K Buy
1,865
+17
+0.9% +$882 0.02% 226
2019
Q3 		$90K Buy
1,848
+195
+12% +$9.51K 0.02% 233
2019
Q2 		$73K Hold
1,653
– – 0.02% 270
2019
Q1 		$58K Buy
+1,653
New +$55.2K 0.01% 307
2018
Q3 		– Sell
-4,200
Closed -$135K – 847
2018
Q2 		$135K Buy
4,200
+2,785
+197% +$88.6K 0.03% 226
2018
Q1 		$45K Buy
+1,415
New +$48.2K 0.01% 335

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
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Royal Bank of Canada
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

Institutional & Family Asset Management's BX Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of Blackstone (BX) in Q4 2022, closing a stake of 67 shares — an estimated $6K sold.

Institutional & Family Asset Management first reported a position in BX in Q1 2018 and held it in 17 quarters. The position peaked at $136K in Q1 2020. 1,556 funds tracked by Wall St. Rank hold BX as of Q4 2022.

  • Institutional & Family Asset Management reported no remaining Blackstone position as of Q4 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 67 Blackstone shares in Q4 2022, an estimated $6K.
  • Institutional & Family Asset Management first reported a position in Blackstone in Q1 2018 and held it in 17 quarters.
  • Institutional & Family Asset Management's Blackstone position peaked at $136K in Q1 2020.
  • 1,556 funds tracked by Wall St. Rank held Blackstone as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.