Lenox Wealth Advisors’s Blackstone BX Stock Holding History

Lenox Wealth 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	$68K	Sell	593 -21	-3%	-$2.56K	0.01%	208
2021 Q4	$79K	Sell	614 -14	-2%	-$1.87K	0.01%	196
2021 Q3	$73K	Buy	628 +50	+9%	+$5.8K	0.01%	185
2021 Q2	$56K	Hold	578	–	–	0.01%	217
2021 Q1	$43K	Sell	578 -31	-5%	-$2.14K	0.01%	209
2020 Q4	$39K	Hold	609	–	–	0.01%	213
2020 Q3	$32K	Hold	609	–	–	﹤0.01%	213
2020 Q2	$35K	Buy	609 +31	+5%	+$1.63K	0.01%	200
2020 Q1	$26K	Hold	578	–	–	﹤0.01%	218
2019 Q4	$32K	Hold	578	–	–	0.01%	244
2019 Q3	$28K	Buy	+578	New	+$28.2K	﹤0.01%	226
2016 Q4	–	Sell	-1,629	Closed	-$42K	–	121
2016 Q3	$42K	Hold	1,629	–	–	0.01%	100
2016 Q2	$40K	Hold	1,629	–	–	0.01%	101
2016 Q1	$46K	Buy	1,629 +1,050	+181%	+$27.7K	0.01%	92
2015 Q4	$17K	Sell	579 -11	-2%	-$351	0.01%	151
2015 Q3	$18K	Buy	+590	New	+$21.3K	0.01%	142

Other funds holding BX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Lenox Wealth Advisors's BX Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Blackstone (BX) stake by 3.4% in Q1 2022, selling an estimated $2.56K and leaving 593 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #208.

Lenox Wealth Advisors first reported a position in BX in Q3 2015 and has held it in 16 quarters since. The position peaked at $79K in Q4 2021. 1,688 funds tracked by Wall St. Rank hold BX as of Q1 2022.

Lenox Wealth Advisors held 593 shares of Blackstone worth $68K as of Q1 2022.
Lenox Wealth Advisors sold 21 Blackstone shares in Q1 2022, an estimated $2.56K.
Blackstone made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #208 holding.
Lenox Wealth Advisors first reported a position in Blackstone in Q3 2015 and has held it in 16 quarters since.
Lenox Wealth Advisors's Blackstone position peaked at $79K in Q4 2021.
1,688 funds tracked by Wall St. Rank held Blackstone as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.