Janiczek Wealth Management’s Blackstone BX Stock Holding History

Janiczek Wealth 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
2024 Q2	$37.8K	Hold	305	–	–	0.01%	450
2024 Q1	$40.1K	Hold	305	–	–	0.01%	442
2023 Q4	$39.9K	Buy	305 +20	+7%	+$2.16K	0.01%	424
2023 Q3	$30.5K	Hold	285	–	–	0.01%	448
2023 Q2	$26.5K	Hold	285	–	–	0.01%	414
2023 Q1	$24.3K	Sell	285 -403	-59%	-$35.6K	0.01%	417
2022 Q4	$58.5K	Buy	688 +280	+69%	+$24.2K	0.02%	293
2022 Q3	$35K	Hold	408	–	–	0.01%	361
2022 Q2	$42K	Buy	+408	New	+$44.1K	0.01%	336

Other funds holding BX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Janiczek Wealth Management's BX Position: Q2 2024 in Review

Janiczek Wealth Management held its Blackstone (BX) position steady in Q2 2024 at 305 shares worth $37.8K. The position accounts for 0.01% of the portfolio, ranked #450.

Janiczek Wealth Management first reported a position in BX in Q2 2022 and has held it in 9 quarters since. The position peaked at $58.5K in Q4 2022. 1,860 funds tracked by Wall St. Rank hold BX as of Q2 2024.

Janiczek Wealth Management held 305 shares of Blackstone worth $37.8K as of Q2 2024.
Janiczek Wealth Management left its Blackstone share count unchanged in Q2 2024.
Blackstone made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #450 holding.
Janiczek Wealth Management first reported a position in Blackstone in Q2 2022 and has held it in 9 quarters since.
Janiczek Wealth Management's Blackstone position peaked at $58.5K in Q4 2022.
1,860 funds tracked by Wall St. Rank held Blackstone as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.