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Landmark Financial Advisors’s Blackstone BX Stock Holding History

Landmark Financial Advisors’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
Q4 		$285K Sell
2,176
-78
-3% -$8.44K 0.1% 81
2023
Q3 		$241K Buy
+2,254
New +$235K 0.1% 82

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Landmark Financial Advisors's BX Position: Q4 2023 in Review

Landmark Financial Advisors reduced its Blackstone (BX) stake by 3.5% in Q4 2023, selling an estimated $8.44K and leaving 2,176 shares worth $285K. The position accounts for 0.1% of the portfolio, ranked #81.

Landmark Financial Advisors first reported a position in BX in Q3 2023 and has held it in 2 quarters since. 1,815 funds tracked by Wall St. Rank hold BX as of Q4 2023.

  • Landmark Financial Advisors held 2,176 shares of Blackstone worth $285K as of Q4 2023.
  • Landmark Financial Advisors sold 78 Blackstone shares in Q4 2023, an estimated $8.44K.
  • Blackstone made up 0.1% of Landmark Financial Advisors's portfolio in Q4 2023, its #81 holding.
  • Landmark Financial Advisors first reported a position in Blackstone in Q3 2023 and has held it in 2 quarters since.
  • 1,815 funds tracked by Wall St. Rank held Blackstone as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.