Lumature Wealth Partners’s Blackstone BX Stock Holding History

Lumature Wealth Partners’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	$3.53K	Hold	38	–	–	﹤0.01%	350
2023 Q1	$3.34K	Sell	38 -7,940	-100%	-$701K	﹤0.01%	348
2022 Q4	$592K	Sell	7,978 -725	-8%	-$62.6K	0.33%	53
2022 Q3	$728K	Buy	8,703 +92	+1%	+$8.91K	0.39%	53
2022 Q2	$786K	Buy	8,611 +831	+11%	+$89.7K	0.35%	57
2022 Q1	$988K	Hold	7,780	–	–	0.4%	55
2021 Q4	$1.01M	Buy	7,780 +185	+2%	+$24.7K	0.39%	58
2021 Q3	$884K	Buy	7,595 +429	+6%	+$49.8K	0.36%	63
2021 Q2	$696K	Buy	7,166 +347	+5%	+$30.8K	0.29%	74
2021 Q1	$508K	Buy	+6,819	New	+$471K	0.27%	83

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

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

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lumature Wealth Partners's BX Position: Q2 2023 in Review

Lumature Wealth Partners held its Blackstone (BX) position steady in Q2 2023 at 38 shares worth $3.53K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Lumature Wealth Partners first reported a position in BX in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.01M in Q4 2021. 1,585 funds tracked by Wall St. Rank hold BX as of Q2 2023.

Lumature Wealth Partners held 38 shares of Blackstone worth $3.53K as of Q2 2023.
Lumature Wealth Partners left its Blackstone share count unchanged in Q2 2023.
Blackstone made up ﹤0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #350 holding.
Lumature Wealth Partners first reported a position in Blackstone in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Blackstone position peaked at $1.01M in Q4 2021.
1,585 funds tracked by Wall St. Rank held Blackstone as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.