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Litman Gregory Wealth Management’s Blackstone BX Stock Holding History

Litman Gregory Wealth Management’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
-8,250
Closed -$1.02M – 141
2024
Q2 		$1.02M Hold
8,250
– – 0.09% 70
2024
Q1 		$1.08M Sell
8,250
-2,300
-22% -$287K 0.1% 70
2023
Q4 		$1.38M Sell
10,550
-7,075
-40% -$765K 0.13% 61
2023
Q3 		$1.89M Buy
+17,625
New +$1.84M 0.19% 54

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Litman Gregory Wealth Management's BX Position: Q3 2024 in Review

Litman Gregory Wealth Management sold out of Blackstone (BX) in Q3 2024, closing a stake of 8,250 shares — an estimated $1.02M sold.

Litman Gregory Wealth Management first reported a position in BX in Q3 2023 and held it in 4 quarters. The position peaked at $1.89M in Q3 2023. 1,947 funds tracked by Wall St. Rank hold BX as of Q3 2024.

  • Litman Gregory Wealth Management reported no remaining Blackstone position as of Q3 2024 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 8,250 Blackstone shares in Q3 2024, an estimated $1.02M.
  • Litman Gregory Wealth Management first reported a position in Blackstone in Q3 2023 and held it in 4 quarters.
  • Litman Gregory Wealth Management's Blackstone position peaked at $1.89M in Q3 2023.
  • 1,947 funds tracked by Wall St. Rank held Blackstone as of Q3 2024.

Based on Litman Gregory Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.