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Leelyn Smith’s Blackstone BX Stock Holding History

Leelyn Smith’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
-805
Closed -$59.7K – 150
2022
Q4 		$59.7K Buy
805
+370
+85% +$32K 0.02% 164
2022
Q3 		$36K Sell
435
-565
-57% -$54.7K 0.01% 174
2022
Q2 		$91K Hold
1,000
– – 0.02% 161
2022
Q1 		$127K Sell
1,000
-165
-14% -$20.1K 0.03% 139
2021
Q4 		$151K Hold
1,165
– – 0.04% 129
2021
Q3 		$136K Sell
1,165
-25
-2% -$2.9K 0.04% 132
2021
Q2 		$116K Hold
1,190
– – 0.03% 150
2021
Q1 		$89K Hold
1,190
– – 0.03% 177
2020
Q4 		$77K Buy
+1,190
New +$69.3K 0.02% 182

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Leelyn Smith's BX Position: Q1 2023 in Review

Leelyn Smith sold out of Blackstone (BX) in Q1 2023, closing a stake of 805 shares — an estimated $59.7K sold.

Leelyn Smith first reported a position in BX in Q4 2020 and held it in 9 quarters. The position peaked at $151K in Q4 2021. 1,561 funds tracked by Wall St. Rank hold BX as of Q1 2023.

  • Leelyn Smith reported no remaining Blackstone position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 805 Blackstone shares in Q1 2023, an estimated $59.7K.
  • Leelyn Smith first reported a position in Blackstone in Q4 2020 and held it in 9 quarters.
  • Leelyn Smith's Blackstone position peaked at $151K in Q4 2021.
  • 1,561 funds tracked by Wall St. Rank held Blackstone as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.