Investment Management of Virginia’s Blackstone BX Stock Holding History

Investment Management of Virginia’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 Q1	$4.85M	Buy	55,204 +30,105	+120%	+$2.66M	0.92%	36
2022 Q4	$1.86M	Sell	25,099 -40,704	-62%	-$3.52M	0.37%	83
2022 Q3	$5.51M	Sell	65,803 -2,737	-4%	-$265K	1.19%	23
2022 Q2	$6.25M	Buy	68,540 +58,833	+606%	+$6.35M	1.29%	22
2022 Q1	$1.23M	Buy	+9,707	New	+$1.18M	0.22%	112

Other funds holding BX

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

BlackRock New York $6.73T AUM 46.02% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Investment Management of Virginia's BX Position: Q1 2023 in Review

Investment Management of Virginia increased its Blackstone (BX) stake by 120% in Q1 2023, buying an estimated $2.66M and bringing the position to 55,204 shares worth $4.85M. The position accounts for 0.92% of the portfolio, ranked #36.

Investment Management of Virginia first reported a position in BX in Q1 2022 and has held it in 5 quarters since. The position peaked at $6.25M in Q2 2022. 1,563 funds tracked by Wall St. Rank hold BX as of Q1 2023.

Investment Management of Virginia held 55,204 shares of Blackstone worth $4.85M as of Q1 2023.
Investment Management of Virginia bought 30,105 Blackstone shares in Q1 2023, an estimated $2.66M.
Blackstone made up 0.92% of Investment Management of Virginia's portfolio in Q1 2023, its #36 holding.
Investment Management of Virginia first reported a position in Blackstone in Q1 2022 and has held it in 5 quarters since.
Investment Management of Virginia's Blackstone position peaked at $6.25M in Q2 2022.
1,563 funds tracked by Wall St. Rank held Blackstone as of Q1 2023.

Based on Investment Management of Virginia's 13F filing for Q1 2023, filed 26 Apr 2023.