Kalos Management’s Blackstone BX Stock Holding History

Kalos 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
2022 Q1	–	Sell	-4,639	Closed	-$660K	–	194
2021 Q4	$660K	Buy	4,639 +135	+3%	+$18K	0.18%	125
2021 Q3	$641K	Buy	+4,504	New	+$523K	0.18%	125
2015 Q4	–	Hold	0	–	–	–	274

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Kalos Management's BX Position: Q1 2022 in Review

Kalos Management sold out of Blackstone (BX) in Q1 2022, closing a stake of 4,639 shares — an estimated $660K sold.

Kalos Management first reported a position in BX in Q3 2021 and held it in 2 quarters. The position peaked at $660K in Q4 2021. 1,687 funds tracked by Wall St. Rank hold BX as of Q1 2022.

Kalos Management reported no remaining Blackstone position as of Q1 2022 after selling out during the quarter.
Kalos Management sold 4,639 Blackstone shares in Q1 2022, an estimated $660K.
Kalos Management first reported a position in Blackstone in Q3 2021 and held it in 2 quarters.
Kalos Management's Blackstone position peaked at $660K in Q4 2021.
1,687 funds tracked by Wall St. Rank held Blackstone as of Q1 2022.

Based on Kalos Management's 13F filing for Q1 2022, filed 21 Jun 2022.