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Legacy Capital Group California’s Blackstone BX Stock Holding History

Legacy Capital Group California’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
2025
Q1 		– Sell
-8,257
Closed -$1.42M – 312
2024
Q4 		$1.42M Sell
8,257
-134
-2% -$23.3K 0.43% 47
2024
Q3 		$1.28M Sell
8,391
-34
-0.4% -$4.72K 0.43% 45
2024
Q2 		$1.04M Sell
8,425
-368
-4% -$45.3K 0.38% 64
2024
Q1 		$1.16M Sell
8,793
-233
-3% -$29.1K 0.43% 59
2023
Q4 		$1.18M Buy
9,026
+213
+2% +$23K 0.46% 38
2023
Q3 		$944K Buy
+8,813
New +$918K 0.41% 65

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Legacy Capital Group California's BX Position: Q1 2025 in Review

Legacy Capital Group California sold out of Blackstone (BX) in Q1 2025, closing a stake of 8,257 shares — an estimated $1.42M sold.

Legacy Capital Group California first reported a position in BX in Q3 2023 and held it in 6 quarters. The position peaked at $1.42M in Q4 2024. 2,087 funds tracked by Wall St. Rank hold BX as of Q1 2025.

  • Legacy Capital Group California reported no remaining Blackstone position as of Q1 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 8,257 Blackstone shares in Q1 2025, an estimated $1.42M.
  • Legacy Capital Group California first reported a position in Blackstone in Q3 2023 and held it in 6 quarters.
  • Legacy Capital Group California's Blackstone position peaked at $1.42M in Q4 2024.
  • 2,087 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on Legacy Capital Group California's 13F filing for Q1 2025, filed 9 May 2025.