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Milestone Investment Advisors’s Blackstone BX Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-113
Closed -$12.2K – 172
2023
Q3 		$12.2K Buy
+113
New +$11.8K ﹤0.01% 286
2023
Q2 		– Sell
-112
Closed -$9.8K – 167
2023
Q1 		$9.8K Buy
+112
New +$9.89K ﹤0.01% 298

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Milestone Investment Advisors's BX Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Blackstone (BX) in Q4 2023, closing a stake of 113 shares — an estimated $12.2K sold.

Milestone Investment Advisors first reported a position in BX in Q1 2023 and held it in 2 quarters. The position peaked at $12.2K in Q3 2023. 1,809 funds tracked by Wall St. Rank hold BX as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Blackstone position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 113 Blackstone shares in Q4 2023, an estimated $12.2K.
  • Milestone Investment Advisors first reported a position in Blackstone in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Blackstone position peaked at $12.2K in Q3 2023.
  • 1,809 funds tracked by Wall St. Rank held Blackstone as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.