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Kolinsky Wealth Management’s Blackstone BX Stock Holding History

Kolinsky 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
2024
Q4 		$251K Sell
1,454
-2
-0.1% -$348 0.15% 132
2024
Q3 		$223K Sell
1,456
-399
-22% -$55.4K 0.15% 149
2024
Q2 		$230K Sell
1,855
-867
-32% -$107K 0.16% 133
2024
Q1 		$358K Buy
2,722
+916
+51% +$114K 0.27% 89
2023
Q4 		$236K Buy
+1,806
New +$195K 0.21% 118

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Kolinsky Wealth Management's BX Position: Q4 2024 in Review

Kolinsky Wealth Management reduced its Blackstone (BX) stake by 0.14% in Q4 2024, selling an estimated $348 and leaving 1,454 shares worth $251K. The position accounts for 0.15% of the portfolio, ranked #132.

Kolinsky Wealth Management first reported a position in BX in Q4 2023 and has held it in 5 quarters since. The position peaked at $358K in Q1 2024. 2,149 funds tracked by Wall St. Rank hold BX as of Q4 2024.

  • Kolinsky Wealth Management held 1,454 shares of Blackstone worth $251K as of Q4 2024.
  • Kolinsky Wealth Management sold 2 Blackstone shares in Q4 2024, an estimated $348.
  • Blackstone made up 0.15% of Kolinsky Wealth Management's portfolio in Q4 2024, its #132 holding.
  • Kolinsky Wealth Management first reported a position in Blackstone in Q4 2023 and has held it in 5 quarters since.
  • Kolinsky Wealth Management's Blackstone position peaked at $358K in Q1 2024.
  • 2,149 funds tracked by Wall St. Rank held Blackstone as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.