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MinichMacGregor Wealth Management’s Blackstone BX Stock Holding History

MinichMacGregor 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
2023
Q1 		– Sell
-319
Closed -$23.7K – 164
2022
Q4 		$23.7K Buy
+319
New +$27.5K 0.01% 283
2020
Q2 		– Sell
-10,000
Closed -$455K – 67
2020
Q1 		$455K Buy
+10,000
New +$553K 0.41% 61

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MinichMacGregor Wealth Management's BX Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Blackstone (BX) in Q1 2023, closing a stake of 319 shares — an estimated $23.7K sold.

MinichMacGregor Wealth Management first reported a position in BX in Q1 2020 and held it in 2 quarters. The position peaked at $455K in Q1 2020. 1,561 funds tracked by Wall St. Rank hold BX as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Blackstone position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 319 Blackstone shares in Q1 2023, an estimated $23.7K.
  • MinichMacGregor Wealth Management first reported a position in Blackstone in Q1 2020 and held it in 2 quarters.
  • MinichMacGregor Wealth Management's Blackstone position peaked at $455K in Q1 2020.
  • 1,561 funds tracked by Wall St. Rank held Blackstone as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.