Leo Brokerage’s Blackstone BX Stock Holding History

Leo Brokerage’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 Q2	$464K	Sell	4,987 -254	-5%	-$21.9K	0.05%	189
2023 Q1	$460K	Buy	+5,241	New	+$463K	0.07%	186

Other funds holding BX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Leo Brokerage's BX Position: Q2 2023 in Review

Leo Brokerage reduced its Blackstone (BX) stake by 4.8% in Q2 2023, selling an estimated $21.9K and leaving 4,987 shares worth $464K. The position accounts for 0.05% of the portfolio, ranked #189.

Leo Brokerage first reported a position in BX in Q1 2023 and has held it in 2 quarters since. 1,588 funds tracked by Wall St. Rank hold BX as of Q2 2023.

Leo Brokerage held 4,987 shares of Blackstone worth $464K as of Q2 2023.
Leo Brokerage sold 254 Blackstone shares in Q2 2023, an estimated $21.9K.
Blackstone made up 0.05% of Leo Brokerage's portfolio in Q2 2023, its #189 holding.
Leo Brokerage first reported a position in Blackstone in Q1 2023 and has held it in 2 quarters since.
1,588 funds tracked by Wall St. Rank held Blackstone as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.