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LRI Investments’s Blackstone BX Stock Holding History

LRI Investments’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
2026
Q2 		$855K Sell
7,265
-23
-0.3% -$2.76K 0.07% 143
2026
Q1 		$838K Buy
7,288
+1,734
+31% +$226K 0.07% 127
2025
Q4 		$856K Sell
5,554
-427
-7% -$64.9K 0.07% 128
2025
Q3 		$1.02M Sell
5,981
-715
-11% -$123K 0.08% 107
2025
Q2 		$1M Sell
6,696
-369
-5% -$50.7K 0.09% 107
2025
Q1 		$988K Sell
7,065
-543
-7% -$88.1K 0.1% 107
2024
Q4 		$1.31M Buy
7,608
+30
+0.4% +$5.23K 0.13% 63
2024
Q3 		$1.37M Buy
7,578
+1,110
+17% +$154K 0.13% 61
2024
Q2 		$801K Buy
6,468
+1,655
+34% +$204K 0.09% 78
2024
Q1 		$632K Buy
+4,813
New +$601K 0.16% 65

Other funds holding BX

CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return