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Pacific Capital Wealth Advisors’s Blackstone BX Stock Holding History

Pacific Capital 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
2024
Q4 		– Sell
-17
Closed -$2.6K – 417
2024
Q3 		$2.6K Sell
17
-64
-79% -$8.88K ﹤0.01% 384
2024
Q2 		$10K Buy
+81
New +$9.97K ﹤0.01% 317

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Pacific Capital Wealth Advisors's BX Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Blackstone (BX) in Q4 2024, closing a stake of 17 shares — an estimated $2.6K sold.

Pacific Capital Wealth Advisors first reported a position in BX in Q2 2024 and held it in 2 quarters. The position peaked at $10K in Q2 2024. 2,150 funds tracked by Wall St. Rank hold BX as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining Blackstone position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 17 Blackstone shares in Q4 2024, an estimated $2.6K.
  • Pacific Capital Wealth Advisors first reported a position in Blackstone in Q2 2024 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's Blackstone position peaked at $10K in Q2 2024.
  • 2,150 funds tracked by Wall St. Rank held Blackstone as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.