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Outlook Wealth Advisors’s Blackstone BX Stock Holding History

Outlook Wealth 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
2026
Q1 		$242K Hold
2,105
– – 0.06% 284
2025
Q4 		$324K Sell
2,105
-50
-2% -$7.6K 0.07% 231
2025
Q3 		$368K Hold
2,155
– – 0.09% 199
2025
Q2 		$322K Sell
2,155
-5
-0.2% -$687 0.08% 218
2025
Q1 		$302K Sell
2,160
-125
-5% -$20.3K 0.08% 223
2024
Q4 		$394K Buy
2,285
+175
+8% +$30.5K 0.11% 179
2024
Q3 		$323K Hold
2,110
– – 0.09% 213
2024
Q2 		$261K Sell
2,110
-15
-0.7% -$1.85K 0.08% 233
2024
Q1 		$279K Buy
2,125
+20
+1% +$2.5K 0.09% 219
2023
Q4 		$276K Hold
2,105
– – 0.1% 180
2023
Q3 		$226K Buy
+2,105
New +$219K 0.09% 184
2022
Q2 		– Sell
-2,152
Closed -$273K – 191
2022
Q1 		$273K Buy
2,152
+29
+1% +$3.54K 0.09% 168
2021
Q4 		$275K Sell
2,123
-47
-2% -$6.27K 0.08% 174
2021
Q3 		$252K Buy
2,170
+65
+3% +$7.54K 0.08% 189
2021
Q2 		$204K Buy
+2,105
New +$187K 0.07% 203

Other funds holding BX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return