Kelly Financial Services’s Blackstone BX Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-200	Closed	-$24.8K	–	203
2024 Q2	$24.8K	Sell	200 -7	-3%	-$861	0.01%	305
2024 Q1	$27.2K	Hold	207	–	–	0.01%	287
2023 Q4	$27.1K	Sell	207 -18	-8%	-$1.95K	0.01%	266
2023 Q3	$24.1K	Sell	225 -58	-20%	-$6.04K	0.01%	264
2023 Q2	$26.3K	Hold	283	–	–	0.01%	257
2023 Q1	$24.9K	Hold	283	–	–	0.01%	258
2022 Q4	$21K	Hold	283	–	–	0.01%	262
2022 Q3	$23.7K	Hold	283	–	–	0.01%	236
2022 Q2	$25.8K	Hold	283	–	–	0.01%	229
2022 Q1	$35.9K	Hold	283	–	–	0.02%	212
2021 Q4	$36.6K	Hold	283	–	–	0.02%	217
2021 Q3	$32.9K	Sell	283 -27,208	-99%	-$3.16M	0.02%	210
2021 Q2	$283K	Buy	27,491 +27,163	+8,281%	+$2.41M	0.01%	257
2021 Q1	$24.4K	Buy	328 +45	+16%	+$3.11K	0.02%	194
2020 Q4	$18.3K	Sell	283 -17	-6%	-$990	0.01%	207
2020 Q3	$15.7K	Hold	300	–	–	0.01%	204
2020 Q2	$17K	Hold	300	–	–	0.01%	183
2020 Q1	$13.7K	Sell	300 -100	-25%	-$5.53K	0.02%	183
2019 Q4	$22.4K	Buy	400 +100	+33%	+$5.19K	0.02%	147
2019 Q3	$14.7K	Hold	300	–	–	0.01%	183
2019 Q2	$13.3K	Hold	300	–	–	0.01%	192
2019 Q1	$10.5K	Buy	+300	New	+$10K	0.01%	216

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Kelly Financial Services's BX Position: Q3 2024 in Review

Kelly Financial Services sold out of Blackstone (BX) in Q3 2024, closing a stake of 200 shares — an estimated $24.8K sold.

Kelly Financial Services first reported a position in BX in Q1 2019 and held it in 22 quarters. The position peaked at $283K in Q2 2021. 1,940 funds tracked by Wall St. Rank hold BX as of Q3 2024.

Kelly Financial Services reported no remaining Blackstone position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 200 Blackstone shares in Q3 2024, an estimated $24.8K.
Kelly Financial Services first reported a position in Blackstone in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's Blackstone position peaked at $283K in Q2 2021.
1,940 funds tracked by Wall St. Rank held Blackstone as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.