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IPG Investment Advisors’s Blackstone BX Stock Holding History

IPG Investment Advisors’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
Q1 		– Sell
-2,125
Closed -$278K – 177
2023
Q4 		$278K Sell
2,125
-464
-18% -$50.2K 0.06% 150
2023
Q3 		$277K Sell
2,589
-76
-3% -$7.91K 0.06% 131
2023
Q2 		$248K Buy
+2,665
New +$230K 0.05% 142
2023
Q1 		– Sell
-9,605
Closed -$713K – 168
2022
Q4 		$713K Buy
9,605
+6,485
+208% +$560K 0.2% 61
2022
Q3 		$261K Sell
3,120
-980
-24% -$94.9K 0.07% 102
2022
Q2 		$374K Sell
4,100
-595
-13% -$64.3K 0.09% 94
2022
Q1 		$596K Buy
4,695
+945
+25% +$115K 0.11% 87
2021
Q4 		$486K Sell
3,750
-85
-2% -$11.3K 0.09% 116
2021
Q3 		$446K Buy
3,835
+125
+3% +$14.5K 0.14% 70
2021
Q2 		$360K Buy
3,710
+120
+3% +$10.7K 0.11% 99
2021
Q1 		$268K Buy
+3,590
New +$248K 0.05% 157
2020
Q1 		– Sell
-5,425
Closed -$303K – 128
2019
Q4 		$303K Sell
5,425
-2,225
-29% -$115K 0.1% 102
2019
Q3 		$374K Buy
+7,650
New +$373K 0.13% 82

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IPG Investment Advisors's BX Position: Q1 2024 in Review

IPG Investment Advisors sold out of Blackstone (BX) in Q1 2024, closing a stake of 2,125 shares — an estimated $278K sold.

IPG Investment Advisors first reported a position in BX in Q3 2019 and held it in 13 quarters. The position peaked at $713K in Q4 2022. 1,848 funds tracked by Wall St. Rank hold BX as of Q1 2024.

  • IPG Investment Advisors reported no remaining Blackstone position as of Q1 2024 after selling out during the quarter.
  • IPG Investment Advisors sold 2,125 Blackstone shares in Q1 2024, an estimated $278K.
  • IPG Investment Advisors first reported a position in Blackstone in Q3 2019 and held it in 13 quarters.
  • IPG Investment Advisors's Blackstone position peaked at $713K in Q4 2022.
  • 1,848 funds tracked by Wall St. Rank held Blackstone as of Q1 2024.

Based on IPG Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.