Lake Point Wealth Management’s Blackstone BX Stock Holding History

Lake Point 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
2022 Q2	$228K	Buy	+2,500	New	+$270K	0.13%	30
2022 Q1	–	Sell	-2,500	Closed	-$323K	–	430
2021 Q4	$323K	Hold	2,500	–	–	0.14%	26
2021 Q3	$291K	Hold	2,500	–	–	0.13%	25
2021 Q2	$243K	Buy	+2,500	New	+$222K	0.11%	27
2020 Q1	$114K	Sell	2,500 -37	-1%	-$2.05K	0.1%	29
2019 Q4	$142K	Buy	+2,537	New	+$132K	0.05%	62
2019 Q2	$111K	Hold	2,500	–	–	0.04%	70
2019 Q1	$111K	Buy	+2,500	New	+$83.4K	0.04%	70

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Lake Point Wealth Management's BX Position: Q2 2022 in Review

Lake Point Wealth Management opened a new position in Blackstone (BX) in Q2 2022: 2,500 shares worth $228K. The stake represents 0.13% of the portfolio and ranks #30 among its holdings. This is a return to the name: Lake Point Wealth Management previously reported a position in BX as recently as Q4 2021.

Lake Point Wealth Management first reported a position in BX in Q1 2019 and has held it in 8 quarters since. The position peaked at $323K in Q4 2021. 1,593 funds tracked by Wall St. Rank hold BX as of Q2 2022.

Lake Point Wealth Management held 2,500 shares of Blackstone worth $228K as of Q2 2022.
Blackstone was a new Lake Point Wealth Management position in Q2 2022.
Blackstone made up 0.13% of Lake Point Wealth Management's portfolio in Q2 2022, its #30 holding.
Lake Point Wealth Management first reported a position in Blackstone in Q1 2019 and has held it in 8 quarters since.
Lake Point Wealth Management's Blackstone position peaked at $323K in Q4 2021.
1,593 funds tracked by Wall St. Rank held Blackstone as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.