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Lauterbach Financial Advisors’s Blackstone BX Stock Holding History

Lauterbach 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
2022
Q1 		– Sell
-1,560
Closed -$202K – 53
2021
Q4 		$202K Buy
+1,560
New +$208K 0.18% 49

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Lauterbach Financial Advisors's BX Position: Q1 2022 in Review

Lauterbach Financial Advisors sold out of Blackstone (BX) in Q1 2022, closing a stake of 1,560 shares — an estimated $202K sold.

Lauterbach Financial Advisors first reported a position in BX in Q4 2021 and held it in 1 quarter. The position peaked at $202K in Q4 2021. 1,688 funds tracked by Wall St. Rank hold BX as of Q1 2022.

  • Lauterbach Financial Advisors reported no remaining Blackstone position as of Q1 2022 after selling out during the quarter.
  • Lauterbach Financial Advisors sold 1,560 Blackstone shares in Q1 2022, an estimated $202K.
  • Lauterbach Financial Advisors first reported a position in Blackstone in Q4 2021 and held it in 1 quarter.
  • Lauterbach Financial Advisors's Blackstone position peaked at $202K in Q4 2021.
  • 1,688 funds tracked by Wall St. Rank held Blackstone as of Q1 2022.

Based on Lauterbach Financial Advisors's 13F filing for Q1 2022, filed 11 May 2022.