Jupiter Wealth Management’s Blackstone BX Stock Holding History

Jupiter 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
2023 Q3	–	Sell	-1,250	Closed	-$116K	–	87
2023 Q2	$116K	Sell	1,250 -8,325	-87%	-$719K	0.1%	65
2023 Q1	$841K	Buy	9,575 +2,525	+36%	+$223K	0.77%	35
2022 Q4	$523K	Sell	7,050 -25	-0.4%	-$2.16K	0.51%	39
2022 Q3	$592K	Hold	7,075	–	–	0.59%	40
2022 Q2	$645K	Buy	7,075 +1,800	+34%	+$194K	0.59%	38
2022 Q1	$669K	Hold	5,275	–	–	0.42%	48
2021 Q4	$682K	Sell	5,275 -1,475	-22%	-$197K	0.35%	54
2021 Q3	$941K	Sell	6,750 -10,100	-60%	-$1.17M	0.44%	52
2021 Q2	$1.93M	Hold	16,850	–	–	0.92%	31
2021 Q1	$1.51M	Buy	16,850 +12,100	+255%	+$835K	0.76%	36
2020 Q4	$308K	Sell	4,750 -12,100	-72%	-$705K	0.19%	62
2020 Q3	$880K	Hold	16,850	–	–	0.62%	36
2020 Q2	$946K	Sell	16,850 -1,715	-9%	-$90.3K	0.47%	38
2020 Q1	$936K	Sell	18,565 -71,361	-79%	-$3.95M	0.55%	34
2019 Q4	$5.23M	Sell	89,926 -17,119	-16%	-$888K	2.53%	15
2019 Q3	$5.23M	Buy	107,045 +49,545	+86%	+$2.42M	2.79%	13
2019 Q2	$2.6M	Hold	57,500	–	–	1.29%	29
2019 Q1	$2.22M	Buy	+57,500	New	+$1.92M	1.07%	32

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Jupiter Wealth Management's BX Position: Q3 2023 in Review

Jupiter Wealth Management sold out of Blackstone (BX) in Q3 2023, closing a stake of 1,250 shares — an estimated $116K sold.

Jupiter Wealth Management first reported a position in BX in Q1 2019 and held it in 18 quarters. The position peaked at $5.23M in Q3 2019. 1,669 funds tracked by Wall St. Rank hold BX as of Q3 2023.

Jupiter Wealth Management reported no remaining Blackstone position as of Q3 2023 after selling out during the quarter.
Jupiter Wealth Management sold 1,250 Blackstone shares in Q3 2023, an estimated $116K.
Jupiter Wealth Management first reported a position in Blackstone in Q1 2019 and held it in 18 quarters.
Jupiter Wealth Management's Blackstone position peaked at $5.23M in Q3 2019.
1,669 funds tracked by Wall St. Rank held Blackstone as of Q3 2023.

Based on Jupiter Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.