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Joseph P. Lucia & Associates’s Blackstone BX Stock Holding History

Joseph P. Lucia & Associates’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
Q2 		– Sell
-3
Closed – – 443
2022
Q1 		$0 Buy
+3
New +$366 ﹤0.01% 444
2021
Q4 		– Sell
-3
Closed – – 181
2021
Q3 		$0 Hold
3
– – ﹤0.01% 586
2021
Q2 		$0 Hold
3
– – ﹤0.01% 575
2021
Q1 		$0 Hold
3
– – ﹤0.01% 572
2020
Q4 		$0 Buy
+3
New +$175 ﹤0.01% 482

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Joseph P. Lucia & Associates's BX Position: Q2 2022 in Review

Joseph P. Lucia & Associates sold out of Blackstone (BX) in Q2 2022, closing a stake of 3 shares.

Joseph P. Lucia & Associates first reported a position in BX in Q4 2020 and held it in 5 quarters. The position peaked at $0 in Q1 2022. 1,593 funds tracked by Wall St. Rank hold BX as of Q2 2022.

  • Joseph P. Lucia & Associates reported no remaining Blackstone position as of Q2 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 3 Blackstone shares in Q2 2022.
  • Joseph P. Lucia & Associates first reported a position in Blackstone in Q4 2020 and held it in 5 quarters.
  • Joseph P. Lucia & Associates's Blackstone position peaked at $0 in Q1 2022.
  • 1,593 funds tracked by Wall St. Rank held Blackstone as of Q2 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2022, filed 26 Jul 2022.