Lauer Wealth’s Blackstone BX Stock Holding History

Lauer Wealth’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	–	Sell	-3,972	Closed	-$415K	–	46
2023 Q3	$415K	Sell	3,972 -433	-10%	-$45.1K	0.45%	26
2023 Q2	$455K	Sell	4,405 -706	-14%	-$61K	0.47%	28
2023 Q1	$457K	Buy	+5,111	New	+$451K	0.57%	25

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Lauer Wealth's BX Position: Q4 2023 in Review

Lauer Wealth sold out of Blackstone (BX) in Q4 2023, closing a stake of 3,972 shares — an estimated $415K sold.

Lauer Wealth first reported a position in BX in Q1 2023 and held it in 3 quarters. The position peaked at $457K in Q1 2023. 1,809 funds tracked by Wall St. Rank hold BX as of Q4 2023.

Lauer Wealth reported no remaining Blackstone position as of Q4 2023 after selling out during the quarter.
Lauer Wealth sold 3,972 Blackstone shares in Q4 2023, an estimated $415K.
Lauer Wealth first reported a position in Blackstone in Q1 2023 and held it in 3 quarters.
Lauer Wealth's Blackstone position peaked at $457K in Q1 2023.
1,809 funds tracked by Wall St. Rank held Blackstone as of Q4 2023.

Based on Lauer Wealth's 13F filing for Q4 2023, filed 29 Jan 2024.