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Navellier & Associates’s Blackstone BX Stock Holding History

Navellier & Associates’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
-2,000
Closed -$306K – 333
2024
Q3 		$306K Hold
2,000
– – 0.04% 273
2024
Q2 		$248K Hold
2,000
– – 0.03% 303
2024
Q1 		$263K Sell
2,000
-500
-20% -$62.4K 0.03% 298
2023
Q4 		$327K Buy
2,500
+500
+25% +$54.1K 0.05% 260
2023
Q3 		$214K Buy
+2,000
New +$208K 0.04% 294

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Navellier & Associates's BX Position: Q4 2024 in Review

Navellier & Associates sold out of Blackstone (BX) in Q4 2024, closing a stake of 2,000 shares — an estimated $306K sold.

Navellier & Associates first reported a position in BX in Q3 2023 and held it in 5 quarters. The position peaked at $327K in Q4 2023. 2,149 funds tracked by Wall St. Rank hold BX as of Q4 2024.

  • Navellier & Associates reported no remaining Blackstone position as of Q4 2024 after selling out during the quarter.
  • Navellier & Associates sold 2,000 Blackstone shares in Q4 2024, an estimated $306K.
  • Navellier & Associates first reported a position in Blackstone in Q3 2023 and held it in 5 quarters.
  • Navellier & Associates's Blackstone position peaked at $327K in Q4 2023.
  • 2,149 funds tracked by Wall St. Rank held Blackstone as of Q4 2024.

Based on Navellier & Associates's 13F filing for Q4 2024, filed 3 Feb 2025.