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Paragon Wealth Strategies’s Blackstone BX Stock Holding History

Paragon Wealth Strategies’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
2023
Q1 		– Sell
-40
Closed -$2.98K – 63
2022
Q4 		$2.98K Hold
40
– – ﹤0.01% 175
2022
Q3 		$3K Buy
+40
New +$3.87K ﹤0.01% 139
2021
Q3 		– Sell
-108
Closed -$11K – 75
2021
Q2 		$11K Buy
+108
New +$9.59K ﹤0.01% 175

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Paragon Wealth Strategies's BX Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of Blackstone (BX) in Q1 2023, closing a stake of 40 shares — an estimated $2.98K sold.

Paragon Wealth Strategies first reported a position in BX in Q2 2021 and held it in 3 quarters. The position peaked at $11K in Q2 2021. 1,561 funds tracked by Wall St. Rank hold BX as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining Blackstone position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 40 Blackstone shares in Q1 2023, an estimated $2.98K.
  • Paragon Wealth Strategies first reported a position in Blackstone in Q2 2021 and held it in 3 quarters.
  • Paragon Wealth Strategies's Blackstone position peaked at $11K in Q2 2021.
  • 1,561 funds tracked by Wall St. Rank held Blackstone as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.