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Peak Financial Management’s Blackstone BX Stock Holding History

Peak Financial Management’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
Q3 		– Sell
-1,654
Closed -$205K – 100
2024
Q2 		$205K Sell
1,654
-1,001
-38% -$123K 0.06% 94
2024
Q1 		$349K Buy
2,655
+513
+24% +$64.1K 0.11% 66
2023
Q4 		$280K Buy
2,142
+13
+0.6% +$1.41K 0.09% 66
2023
Q3 		$228K Buy
+2,129
New +$222K 0.08% 66
2022
Q2 		– Sell
-2,031
Closed -$258K – 70
2022
Q1 		$258K Buy
2,031
+18
+0.9% +$2.19K 0.09% 63
2021
Q4 		$261K Buy
2,013
+11
+0.5% +$1.47K 0.08% 65
2021
Q3 		$233K Buy
+2,002
New +$232K 0.08% 63

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Peak Financial Management's BX Position: Q3 2024 in Review

Peak Financial Management sold out of Blackstone (BX) in Q3 2024, closing a stake of 1,654 shares — an estimated $205K sold.

Peak Financial Management first reported a position in BX in Q3 2021 and held it in 7 quarters. The position peaked at $349K in Q1 2024. 1,940 funds tracked by Wall St. Rank hold BX as of Q3 2024.

  • Peak Financial Management reported no remaining Blackstone position as of Q3 2024 after selling out during the quarter.
  • Peak Financial Management sold 1,654 Blackstone shares in Q3 2024, an estimated $205K.
  • Peak Financial Management first reported a position in Blackstone in Q3 2021 and held it in 7 quarters.
  • Peak Financial Management's Blackstone position peaked at $349K in Q1 2024.
  • 1,940 funds tracked by Wall St. Rank held Blackstone as of Q3 2024.

Based on Peak Financial Management's 13F filing for Q3 2024, filed 15 Oct 2024.