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OneAscent Wealth Management’s Blackstone BX Stock Holding History

OneAscent 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
2022
Q2 		– Sell
-5,062
Closed -$643K – 191
2022
Q1 		$643K Buy
5,062
+2,839
+128% +$346K 0.32% 46
2021
Q4 		$288K Buy
+2,223
New +$296K 0.72% 58

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

OneAscent Wealth Management's BX Position: Q2 2022 in Review

OneAscent Wealth Management sold out of Blackstone (BX) in Q2 2022, closing a stake of 5,062 shares — an estimated $643K sold.

OneAscent Wealth Management first reported a position in BX in Q4 2021 and held it in 2 quarters. The position peaked at $643K in Q1 2022. 1,593 funds tracked by Wall St. Rank hold BX as of Q2 2022.

  • OneAscent Wealth Management reported no remaining Blackstone position as of Q2 2022 after selling out during the quarter.
  • OneAscent Wealth Management sold 5,062 Blackstone shares in Q2 2022, an estimated $643K.
  • OneAscent Wealth Management first reported a position in Blackstone in Q4 2021 and held it in 2 quarters.
  • OneAscent Wealth Management's Blackstone position peaked at $643K in Q1 2022.
  • 1,593 funds tracked by Wall St. Rank held Blackstone as of Q2 2022.

Based on OneAscent Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.