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Perfromance Wealth Partners’s Blackstone BX Stock Holding History

Perfromance Wealth Partners’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
2026
Q1 		$445K Sell
3,872
-663
-15% -$86.3K 0.01% 132
2025
Q4 		$699K Buy
4,535
+1,673
+58% +$254K 0.02% 100
2025
Q3 		$489K Buy
+2,862
New +$490K 0.01% 119
2025
Q2 		– Sell
-55,096
Closed -$7.7M – 190
2025
Q1 		$7.7M Buy
55,096
+25,221
+84% +$4.09M 0.28% 23
2024
Q4 		$5.15M Buy
29,875
+21,057
+239% +$3.67M 0.17% 27
2024
Q3 		$1.35M Sell
8,818
-513
-5% -$71.2K 0.05% 55
2024
Q2 		$1.16M Sell
9,331
-112,914
-92% -$13.9M 0.04% 56
2024
Q1 		$16.1M Sell
122,245
-10,001
-8% -$1.25M 0.67% 17
2023
Q4 		$17.3M Sell
132,246
-19,292
-13% -$2.09M 0.76% 15
2023
Q3 		$16.2M Sell
151,538
-8,915
-6% -$928K 0.79% 15
2023
Q2 		$14.9M Sell
160,453
-35,904
-18% -$3.1M 0.69% 14
2023
Q1 		$17.2M Sell
196,357
-37,020
-16% -$3.27M 0.88% 13
2022
Q4 		$17.3M Sell
233,377
-58,662
-20% -$5.07M 1.04% 13
2022
Q3 		$24.4M Sell
292,039
-7,766
-3% -$752K 1.42% 14
2022
Q2 		$27.4M Sell
299,805
-13,520
-4% -$1.46M 1.54% 12
2022
Q1 		$39.8M Sell
313,325
-9,858
-3% -$1.2M 1.73% 11
2021
Q4 		$41.8M Buy
+323,183
New +$43.1M 1.69% 11

Other funds holding BX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return