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Keystone Wealth Services’s Blackstone BX Stock Holding History

Keystone Wealth 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
Q1 		– Sell
-2,231
Closed -$292K – 223
2023
Q4 		$292K Hold
2,231
– – 0.1% 173
2023
Q3 		$239K Hold
2,231
– – 0.09% 180
2023
Q2 		$207K Buy
+2,231
New +$193K 0.08% 192
2022
Q4 		– Sell
-2,451
Closed -$205K – 187
2022
Q3 		$205K Buy
2,451
+225
+10% +$21.8K 0.1% 157
2022
Q2 		$203K Hold
2,226
– – 0.09% 163
2022
Q1 		$283K Hold
2,226
– – 0.11% 140
2021
Q4 		$288K Buy
+2,226
New +$297K 0.12% 134

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Keystone Wealth Services's BX Position: Q1 2024 in Review

Keystone Wealth Services sold out of Blackstone (BX) in Q1 2024, closing a stake of 2,231 shares — an estimated $292K sold.

Keystone Wealth Services first reported a position in BX in Q4 2021 and held it in 7 quarters. The position peaked at $292K in Q4 2023. 1,848 funds tracked by Wall St. Rank hold BX as of Q1 2024.

  • Keystone Wealth Services reported no remaining Blackstone position as of Q1 2024 after selling out during the quarter.
  • Keystone Wealth Services sold 2,231 Blackstone shares in Q1 2024, an estimated $292K.
  • Keystone Wealth Services first reported a position in Blackstone in Q4 2021 and held it in 7 quarters.
  • Keystone Wealth Services's Blackstone position peaked at $292K in Q4 2023.
  • 1,848 funds tracked by Wall St. Rank held Blackstone as of Q1 2024.

Based on Keystone Wealth Services's 13F filing for Q1 2024, filed 12 Apr 2024.