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Midwest Wealth Management’s Blackstone BX Stock Holding History

Midwest Wealth Management’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
Q1 		$385K Hold
3,033
– – 0.23% 81
2021
Q4 		$392K Sell
3,033
-245
-7% -$32.7K 0.25% 78
2021
Q3 		$381K Sell
3,278
-573
-15% -$66.5K 0.26% 82
2021
Q2 		$374K Sell
3,851
-21
-0.5% -$1.86K 0.27% 80
2021
Q1 		$289K Sell
3,872
-80
-2% -$5.52K 0.23% 86
2020
Q4 		$256K Buy
+3,952
New +$230K 0.23% 87

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Midwest Wealth Management's BX Position: Q1 2022 in Review

Midwest Wealth Management held its Blackstone (BX) position steady in Q1 2022 at 3,033 shares worth $385K. The position accounts for 0.23% of the portfolio, ranked #81.

Midwest Wealth Management first reported a position in BX in Q4 2020 and has held it in 6 quarters since. The position peaked at $392K in Q4 2021. 1,687 funds tracked by Wall St. Rank hold BX as of Q1 2022.

  • Midwest Wealth Management held 3,033 shares of Blackstone worth $385K as of Q1 2022.
  • Midwest Wealth Management left its Blackstone share count unchanged in Q1 2022.
  • Blackstone made up 0.23% of Midwest Wealth Management's portfolio in Q1 2022, its #81 holding.
  • Midwest Wealth Management first reported a position in Blackstone in Q4 2020 and has held it in 6 quarters since.
  • Midwest Wealth Management's Blackstone position peaked at $392K in Q4 2021.
  • 1,687 funds tracked by Wall St. Rank held Blackstone as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.