Peak Financial Advisors’s Blackstone BX Stock Holding History

Peak 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
2022 Q4	–	Sell	-16,412	Closed	-$1.37M	–	68
2022 Q3	$1.37M	Buy	16,412 +10,747	+190%	+$1.04M	1.69%	26
2022 Q2	$517K	Buy	5,665 +223	+4%	+$24.1K	0.51%	40
2022 Q1	$691K	Buy	5,442 +247	+5%	+$30.1K	0.59%	42
2021 Q4	$672K	Buy	+5,195	New	+$693K	0.52%	40

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

Peak Financial Advisors's BX Position: Q4 2022 in Review

Peak Financial Advisors sold out of Blackstone (BX) in Q4 2022, closing a stake of 16,412 shares — an estimated $1.37M sold.

Peak Financial Advisors first reported a position in BX in Q4 2021 and held it in 4 quarters. The position peaked at $1.37M in Q3 2022. 1,556 funds tracked by Wall St. Rank hold BX as of Q4 2022.

Peak Financial Advisors reported no remaining Blackstone position as of Q4 2022 after selling out during the quarter.
Peak Financial Advisors sold 16,412 Blackstone shares in Q4 2022, an estimated $1.37M.
Peak Financial Advisors first reported a position in Blackstone in Q4 2021 and held it in 4 quarters.
Peak Financial Advisors's Blackstone position peaked at $1.37M in Q3 2022.
1,556 funds tracked by Wall St. Rank held Blackstone as of Q4 2022.

Based on Peak Financial Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.