Kings Point Capital Management’s Blackstone BX Stock Holding History

Kings Point Capital 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	$20.8M	Sell	164,240 -1,786	-1%	-$218K	1.81%	11
2021 Q4	$21.5M	Sell	166,026 -2,851	-2%	-$380K	1.76%	10
2021 Q3	$19.6M	Buy	168,877 +3,901	+2%	+$453K	1.75%	12
2021 Q2	$16M	Buy	164,976 +2,288	+1%	+$203K	1.46%	18
2021 Q1	$12.1M	Buy	162,688 +155,258	+2,090%	+$10.7M	1.19%	30
2020 Q4	$482K	Sell	7,430 -1,000	-12%	-$58.2K	0.05%	132
2020 Q3	$440K	Buy	8,430 +2,000	+31%	+$107K	0.05%	131
2020 Q2	$364K	Hold	6,430	–	–	0.05%	124
2020 Q1	$293K	Sell	6,430 -275	-4%	-$15.2K	0.05%	131
2019 Q4	$375K	Buy	6,705 +5,429	+425%	+$282K	0.06%	137
2019 Q3	$62K	Buy	+1,276	New	+$62.2K	0.01%	271
2015 Q2	–	Sell	-453	Closed	-$17K	–	362
2015 Q1	$17K	Hold	453	–	–	﹤0.01%	309
2014 Q4	$15K	Hold	453	–	–	﹤0.01%	309
2014 Q3	$14K	Hold	453	–	–	﹤0.01%	283
2014 Q2	$15K	Buy	+453	New	+$14K	﹤0.01%	283
2013 Q3	–	Sell	-50,975	Closed	-$1.05M	–	265
2013 Q2	$1.05M	Buy	+50,975	New	+$1.06M	0.43%	54

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

Kings Point Capital Management's BX Position: Q1 2022 in Review

Kings Point Capital Management reduced its Blackstone (BX) stake by 1.1% in Q1 2022, selling an estimated $218K and leaving 164,240 shares worth $20.8M. The position accounts for 1.81% of the portfolio, ranked #11.

Kings Point Capital Management first reported a position in BX in Q2 2013 and has held it in 16 quarters since. The position peaked at $21.5M in Q4 2021. 1,687 funds tracked by Wall St. Rank hold BX as of Q1 2022.

Kings Point Capital Management held 164,240 shares of Blackstone worth $20.8M as of Q1 2022.
Kings Point Capital Management sold 1,786 Blackstone shares in Q1 2022, an estimated $218K.
Blackstone made up 1.81% of Kings Point Capital Management's portfolio in Q1 2022, its #11 holding.
Kings Point Capital Management first reported a position in Blackstone in Q2 2013 and has held it in 16 quarters since.
Kings Point Capital Management's Blackstone position peaked at $21.5M in Q4 2021.
1,687 funds tracked by Wall St. Rank held Blackstone as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.