NBW Capital’s Blackstone BX Stock Holding History

NBW Capital’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	-1,605	Closed	-$246K	–	92
2024 Q3	$246K	Buy	+1,605	New	+$223K	0.05%	92
2024 Q1	–	Sell	-2,053	Closed	-$269K	–	112
2023 Q4	$269K	Buy	+2,053	New	+$222K	0.06%	83

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

NBW Capital's BX Position: Q4 2024 in Review

NBW Capital sold out of Blackstone (BX) in Q4 2024, closing a stake of 1,605 shares — an estimated $246K sold.

NBW Capital first reported a position in BX in Q4 2023 and held it in 2 quarters. The position peaked at $269K in Q4 2023. 2,149 funds tracked by Wall St. Rank hold BX as of Q4 2024.

NBW Capital reported no remaining Blackstone position as of Q4 2024 after selling out during the quarter.
NBW Capital sold 1,605 Blackstone shares in Q4 2024, an estimated $246K.
NBW Capital first reported a position in Blackstone in Q4 2023 and held it in 2 quarters.
NBW Capital's Blackstone position peaked at $269K in Q4 2023.
2,149 funds tracked by Wall St. Rank held Blackstone as of Q4 2024.

Based on NBW Capital's 13F filing for Q4 2024, filed 6 Feb 2025.