PFA
BX icon

Paradigm Financial Advisors’s Blackstone BX Stock Holding History

Paradigm Financial 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
2021
Q4 		$443K Buy
3,421
+970
+40% +$129K 0.1% 129
2021
Q3 		$285K Hold
2,451
– – 0.07% 163
2021
Q2 		$238K Buy
+2,451
New +$218K 0.05% 188
2018
Q2 		– Sell
-6,775
Closed -$216K – 121
2018
Q1 		$216K Sell
6,775
-1,700
-20% -$58K 0.09% 108
2017
Q4 		$271K Sell
8,475
-10,694
-56% -$348K 0.12% 88
2017
Q3 		$639K Sell
19,169
-2,444
-11% -$80.4K 0.31% 54
2017
Q2 		$721K Buy
21,613
+902
+4% +$28.3K 0.36% 50
2017
Q1 		$615K Sell
20,711
-423
-2% -$12.7K 0.32% 51
2016
Q4 		$571K Sell
21,134
-3,465
-14% -$89.9K 0.31% 59
2016
Q3 		$628K Sell
24,599
-4,806
-16% -$127K 0.38% 51
2016
Q2 		$721K Sell
29,405
-267
-0.9% -$7.1K 0.44% 45
2016
Q1 		$832K Buy
29,672
+637
+2% +$16.8K 0.32% 42
2015
Q4 		$848K Buy
29,035
+1,607
+6% +$51.2K 0.53% 40
2015
Q3 		$852K Buy
27,428
+8,515
+45% +$308K 0.56% 40
2015
Q2 		$758K Buy
18,913
+1,589
+9% +$65.3K 0.57% 41
2015
Q1 		$661K Buy
17,324
+1,019
+6% +$36.8K 0.51% 40
2014
Q4 		$541K Buy
16,305
+8,346
+105% +$261K 0.44% 47
2014
Q3 		$245K Buy
+7,959
New +$259K 0.21% 74

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Paradigm Financial Advisors's BX Position: Q4 2021 in Review

Paradigm Financial Advisors increased its Blackstone (BX) stake by 40% in Q4 2021, buying an estimated $129K and bringing the position to 3,421 shares worth $443K. The position accounts for 0.1% of the portfolio, ranked #129.

Paradigm Financial Advisors first reported a position in BX in Q3 2014 and has held it in 18 quarters since. The position peaked at $852K in Q3 2015. 1,654 funds tracked by Wall St. Rank hold BX as of Q4 2021.

  • Paradigm Financial Advisors held 3,421 shares of Blackstone worth $443K as of Q4 2021.
  • Paradigm Financial Advisors bought 970 Blackstone shares in Q4 2021, an estimated $129K.
  • Blackstone made up 0.1% of Paradigm Financial Advisors's portfolio in Q4 2021, its #129 holding.
  • Paradigm Financial Advisors first reported a position in Blackstone in Q3 2014 and has held it in 18 quarters since.
  • Paradigm Financial Advisors's Blackstone position peaked at $852K in Q3 2015.
  • 1,654 funds tracked by Wall St. Rank held Blackstone as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.