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My Legacy Advisors’s Blackstone BX Stock Holding History

My Legacy 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
Q3 		– Sell
-1,731
Closed -$214K – 199
2024
Q2 		$214K Sell
1,731
-45
-3% -$5.54K 0.07% 203
2024
Q1 		$233K Sell
1,776
-38
-2% -$4.75K 0.08% 204
2023
Q4 		$218K Buy
+1,814
New +$196K 0.08% 198
2023
Q3 		– Sell
-2,332
Closed -$240K – 205
2023
Q2 		$240K Sell
2,332
-134
-5% -$11.6K 0.09% 194
2023
Q1 		$201K Sell
2,466
-8,643
-78% -$763K 0.09% 202
2022
Q4 		$1.08M Sell
11,109
-3,801
-25% -$328K 0.46% 72
2022
Q3 		$1.25M Buy
14,910
+539
+4% +$52.2K 0.63% 38
2022
Q2 		$1.37M Buy
14,371
+1,269
+10% +$137K 0.68% 32
2022
Q1 		$1.66M Buy
+13,102
New +$1.6M 0.77% 28

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

My Legacy Advisors's BX Position: Q3 2024 in Review

My Legacy Advisors sold out of Blackstone (BX) in Q3 2024, closing a stake of 1,731 shares — an estimated $214K sold.

My Legacy Advisors first reported a position in BX in Q1 2022 and held it in 9 quarters. The position peaked at $1.66M in Q1 2022. 1,940 funds tracked by Wall St. Rank hold BX as of Q3 2024.

  • My Legacy Advisors reported no remaining Blackstone position as of Q3 2024 after selling out during the quarter.
  • My Legacy Advisors sold 1,731 Blackstone shares in Q3 2024, an estimated $214K.
  • My Legacy Advisors first reported a position in Blackstone in Q1 2022 and held it in 9 quarters.
  • My Legacy Advisors's Blackstone position peaked at $1.66M in Q1 2022.
  • 1,940 funds tracked by Wall St. Rank held Blackstone as of Q3 2024.

Based on My Legacy Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.