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Journey Advisory Group’s Blackstone BX Stock Holding History

Journey Advisory Group’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
Q2 		– Sell
-2,635
Closed -$231K – 229
2023
Q1 		$231K Sell
2,635
-700
-21% -$61.8K 0.04% 217
2022
Q4 		$247K Hold
3,335
– – 0.06% 203
2022
Q3 		$279K Sell
3,335
-100
-3% -$9.69K 0.07% 190
2022
Q2 		$355K Sell
3,435
-118
-3% -$12.7K 0.08% 185
2022
Q1 		$451K Hold
3,553
– – 0.11% 146
2021
Q4 		$460K Hold
3,553
– – 0.13% 146
2021
Q3 		$413K Hold
3,553
– – 0.13% 139
2021
Q2 		$345K Hold
3,553
– – 0.11% 155
2021
Q1 		$265K Hold
3,553
– – 0.09% 165
2020
Q4 		$230K Buy
+3,553
New +$207K 0.09% 163

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Journey Advisory Group's BX Position: Q2 2023 in Review

Journey Advisory Group sold out of Blackstone (BX) in Q2 2023, closing a stake of 2,635 shares — an estimated $231K sold.

Journey Advisory Group first reported a position in BX in Q4 2020 and held it in 10 quarters. The position peaked at $460K in Q4 2021. 1,584 funds tracked by Wall St. Rank hold BX as of Q2 2023.

  • Journey Advisory Group reported no remaining Blackstone position as of Q2 2023 after selling out during the quarter.
  • Journey Advisory Group sold 2,635 Blackstone shares in Q2 2023, an estimated $231K.
  • Journey Advisory Group first reported a position in Blackstone in Q4 2020 and held it in 10 quarters.
  • Journey Advisory Group's Blackstone position peaked at $460K in Q4 2021.
  • 1,584 funds tracked by Wall St. Rank held Blackstone as of Q2 2023.

Based on Journey Advisory Group's 13F filing for Q2 2023, filed 9 Aug 2023.