MFA Wealth Advisors’s Blackstone BX Stock Holding History

MFA Wealth Advisors’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 Q4	–	Sell	-454	Closed	-$69.5K	–	118
2024 Q3	$69.5K	Hold	454	–	–	0.02%	159
2024 Q2	$56.2K	Sell	454 -2,101	-82%	-$259K	0.01%	174
2024 Q1	$336K	Sell	2,555 -12	-0.5%	-$1.5K	0.09%	70
2023 Q4	$336K	Buy	2,567 +12	+0.5%	+$1.3K	0.09%	77
2023 Q3	$274K	Sell	2,555 -180	-7%	-$18.7K	0.09%	71
2023 Q2	$254K	Buy	2,735 +100	+4%	+$8.64K	0.08%	71
2023 Q1	$231K	Buy	+2,635	New	+$233K	0.08%	67

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

MFA Wealth Advisors's BX Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Blackstone (BX) in Q4 2024, closing a stake of 454 shares — an estimated $69.5K sold.

MFA Wealth Advisors first reported a position in BX in Q1 2023 and held it in 7 quarters. The position peaked at $336K in Q4 2023. 2,149 funds tracked by Wall St. Rank hold BX as of Q4 2024.

MFA Wealth Advisors reported no remaining Blackstone position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 454 Blackstone shares in Q4 2024, an estimated $69.5K.
MFA Wealth Advisors first reported a position in Blackstone in Q1 2023 and held it in 7 quarters.
MFA Wealth Advisors's Blackstone position peaked at $336K in Q4 2023.
2,149 funds tracked by Wall St. Rank held Blackstone as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.