Lowery Thomas LLC’s Blackstone BX Stock Holding History

Lowery Thomas LLC’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 Q3	–	Sell	-2,240	Closed	-$204K	–	42
2022 Q2	$204K	Buy	2,240 +22	+1%	+$2.38K	0.2%	44
2022 Q1	$282K	Buy	+2,218	New	+$271K	0.22%	48

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

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

Lowery Thomas LLC's BX Position: Q3 2022 in Review

Lowery Thomas LLC sold out of Blackstone (BX) in Q3 2022, closing a stake of 2,240 shares — an estimated $204K sold.

Lowery Thomas LLC first reported a position in BX in Q1 2022 and held it in 2 quarters. The position peaked at $282K in Q1 2022. 1,540 funds tracked by Wall St. Rank hold BX as of Q3 2022.

Lowery Thomas LLC reported no remaining Blackstone position as of Q3 2022 after selling out during the quarter.
Lowery Thomas LLC sold 2,240 Blackstone shares in Q3 2022, an estimated $204K.
Lowery Thomas LLC first reported a position in Blackstone in Q1 2022 and held it in 2 quarters.
Lowery Thomas LLC's Blackstone position peaked at $282K in Q1 2022.
1,540 funds tracked by Wall St. Rank held Blackstone as of Q3 2022.

Based on Lowery Thomas LLC's 13F filing for Q3 2022, filed 14 Nov 2022.