Kula Investments’s Blackstone BX Stock Holding History

Kula Investments’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
2023 Q1	–	Sell	-6,226	Closed	-$462K	–	626
2022 Q4	$462K	Buy	+6,226	New	+$538K	0.14%	236

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

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

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kula Investments's BX Position: Q1 2023 in Review

Kula Investments sold out of Blackstone (BX) in Q1 2023, closing a stake of 6,226 shares — an estimated $462K sold.

Kula Investments first reported a position in BX in Q4 2022 and held it in 1 quarter. The position peaked at $462K in Q4 2022. 1,561 funds tracked by Wall St. Rank hold BX as of Q1 2023.

Kula Investments reported no remaining Blackstone position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 6,226 Blackstone shares in Q1 2023, an estimated $462K.
Kula Investments first reported a position in Blackstone in Q4 2022 and held it in 1 quarter.
Kula Investments's Blackstone position peaked at $462K in Q4 2022.
1,561 funds tracked by Wall St. Rank held Blackstone as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.