Mariner Independent Advisor Network’s Blackstone BX Stock Holding History

Mariner Independent Advisor Network’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	$1.63M	Sell	19,452 -2,037	-9%	-$197K	0.07%	279
2022 Q2	$2.04M	Buy	21,489 +9,375	+77%	+$1.01M	0.09%	240
2022 Q1	$1.54M	Buy	+12,114	New	+$1.48M	0.06%	299
2020 Q3	–	Sell	-12,370	Closed	-$695K	–	308
2020 Q2	$695K	Buy	12,370 +960	+8%	+$50.5K	0.06%	244
2020 Q1	$466K	Sell	11,410 -24,946	-69%	-$1.38M	0.04%	287
2019 Q4	$2.04M	Sell	36,356 -5,776	-14%	-$300K	0.15%	163
2019 Q3	$2.03M	Sell	42,132 -17,952	-30%	-$876K	0.15%	150
2019 Q2	$2.7M	Buy	60,084 +27,512	+84%	+$1.1M	0.2%	123
2019 Q1	$1.15M	Sell	32,572 -30,927	-49%	-$1.03M	0.1%	217
2018 Q4	$1.95M	Buy	63,499 +12,257	+24%	+$405K	0.17%	134
2018 Q3	$1.91M	Buy	+51,242	New	+$1.85M	0.24%	95
2018 Q2	–	Sell	-26,971	Closed	-$861K	–	166
2018 Q1	$861K	Sell	26,971 -543	-2%	-$18.5K	0.05%	234
2017 Q4	$881K	Buy	+27,514	New	+$896K	0.09%	193
2017 Q1	–	Sell	-18,753	Closed	-$507K	–	264
2016 Q4	$507K	Buy	+18,753	New	+$487K	0.08%	126

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Mariner Independent Advisor Network's BX Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Blackstone (BX) stake by 9.5% in Q3 2022, selling an estimated $197K and leaving 19,452 shares worth $1.63M. The position accounts for 0.07% of the portfolio, ranked #279.

Mariner Independent Advisor Network first reported a position in BX in Q4 2016 and has held it in 14 quarters since. The position peaked at $2.7M in Q2 2019. 1,542 funds tracked by Wall St. Rank hold BX as of Q3 2022.

Mariner Independent Advisor Network held 19,452 shares of Blackstone worth $1.63M as of Q3 2022.
Mariner Independent Advisor Network sold 2,037 Blackstone shares in Q3 2022, an estimated $197K.
Blackstone made up 0.07% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #279 holding.
Mariner Independent Advisor Network first reported a position in Blackstone in Q4 2016 and has held it in 14 quarters since.
Mariner Independent Advisor Network's Blackstone position peaked at $2.7M in Q2 2019.
1,542 funds tracked by Wall St. Rank held Blackstone as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.