Oxler Private Wealth’s Blackstone BX Stock Holding History

Oxler Private Wealth’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 Q4	–	Sell	-384	Closed	-$32.3K	–	119
2022 Q3	$32.3K	Buy	384 +4	+1%	+$387	0.02%	246
2022 Q2	$34.7K	Buy	+380	New	+$41K	0.02%	167
2021 Q1	–	Sell	-300	Closed	-$19K	–	133
2020 Q4	$19K	Buy	+300	New	+$17.5K	0.01%	184

Other funds holding BX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CSA

Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return

Oxler Private Wealth's BX Position: Q4 2022 in Review

Oxler Private Wealth sold out of Blackstone (BX) in Q4 2022, closing a stake of 384 shares — an estimated $32.3K sold.

Oxler Private Wealth first reported a position in BX in Q4 2020 and held it in 3 quarters. The position peaked at $34.7K in Q2 2022. 1,556 funds tracked by Wall St. Rank hold BX as of Q4 2022.

Oxler Private Wealth reported no remaining Blackstone position as of Q4 2022 after selling out during the quarter.
Oxler Private Wealth sold 384 Blackstone shares in Q4 2022, an estimated $32.3K.
Oxler Private Wealth first reported a position in Blackstone in Q4 2020 and held it in 3 quarters.
Oxler Private Wealth's Blackstone position peaked at $34.7K in Q2 2022.
1,556 funds tracked by Wall St. Rank held Blackstone as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.