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One Wealth Management Investment & Advisory Services’s Blackstone BX Stock Holding History

One Wealth Management Investment & Advisory Services’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
-1,622
Closed -$201K – 58
2024
Q2 		$201K Sell
1,622
-200
-11% -$24.6K 0.08% 131
2024
Q1 		$239K Sell
1,822
-201
-10% -$25.1K 0.1% 112
2023
Q4 		$265K Buy
+2,023
New +$219K 0.12% 100

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

One Wealth Management Investment & Advisory Services's BX Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Blackstone (BX) in Q3 2024, closing a stake of 1,622 shares — an estimated $201K sold.

One Wealth Management Investment & Advisory Services first reported a position in BX in Q4 2023 and held it in 3 quarters. The position peaked at $265K in Q4 2023. 1,941 funds tracked by Wall St. Rank hold BX as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Blackstone position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 1,622 Blackstone shares in Q3 2024, an estimated $201K.
  • One Wealth Management Investment & Advisory Services first reported a position in Blackstone in Q4 2023 and held it in 3 quarters.
  • One Wealth Management Investment & Advisory Services's Blackstone position peaked at $265K in Q4 2023.
  • 1,941 funds tracked by Wall St. Rank held Blackstone as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.