Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Blackstone BX Stock Holding History

Legacy Financial Group (Iowa)’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
2024
Q3 		– Sell
-1,682
Closed -$208K – 60
2024
Q2 		$208K Buy
1,682
+3
+0.2% +$369 0.04% 102
2024
Q1 		$221K Buy
+1,679
New +$210K 0.04% 96
2023
Q4 		– Sell
-1,762
Closed -$189K – 93
2023
Q3 		$189K Buy
+1,762
New +$183K 0.04% 95

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

Legacy Financial Group (Iowa)'s BX Position: Q3 2024 in Review

Legacy Financial Group (Iowa) sold out of Blackstone (BX) in Q3 2024, closing a stake of 1,682 shares — an estimated $208K sold.

Legacy Financial Group (Iowa) first reported a position in BX in Q3 2023 and held it in 3 quarters. The position peaked at $221K in Q1 2024. 1,940 funds tracked by Wall St. Rank hold BX as of Q3 2024.

  • Legacy Financial Group (Iowa) reported no remaining Blackstone position as of Q3 2024 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 1,682 Blackstone shares in Q3 2024, an estimated $208K.
  • Legacy Financial Group (Iowa) first reported a position in Blackstone in Q3 2023 and held it in 3 quarters.
  • Legacy Financial Group (Iowa)'s Blackstone position peaked at $221K in Q1 2024.
  • 1,940 funds tracked by Wall St. Rank held Blackstone as of Q3 2024.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q3 2024, filed 15 Oct 2024.