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Phoenix Financial’s Blackstone BX Stock Holding History

Phoenix Financial’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
-7,191
Closed -$538K – 299
2022
Q4 		$538K Sell
7,191
-1,400
-16% -$121K 0.01% 214
2022
Q3 		$733K Sell
8,591
-3,270
-28% -$317K 0.02% 225
2022
Q2 		$1.07M Sell
11,861
-4,280
-27% -$462K 0.02% 214
2022
Q1 		$2.06M Sell
16,141
-8,139
-34% -$993K 0.03% 192
2021
Q4 		$3.13M Sell
24,280
-411
-2% -$54.8K 0.05% 154
2021
Q3 		$2.93M Sell
24,691
-1,894
-7% -$220K 0.05% 177
2021
Q2 		$2.63M Buy
+26,585
New +$2.36M 0.05% 195

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

Phoenix Financial's BX Position: Q1 2023 in Review

Phoenix Financial sold out of Blackstone (BX) in Q1 2023, closing a stake of 7,191 shares — an estimated $538K sold.

Phoenix Financial first reported a position in BX in Q2 2021 and held it in 7 quarters. The position peaked at $3.13M in Q4 2021. 1,561 funds tracked by Wall St. Rank hold BX as of Q1 2023.

  • Phoenix Financial reported no remaining Blackstone position as of Q1 2023 after selling out during the quarter.
  • Phoenix Financial sold 7,191 Blackstone shares in Q1 2023, an estimated $538K.
  • Phoenix Financial first reported a position in Blackstone in Q2 2021 and held it in 7 quarters.
  • Phoenix Financial's Blackstone position peaked at $3.13M in Q4 2021.
  • 1,561 funds tracked by Wall St. Rank held Blackstone as of Q1 2023.

Based on Phoenix Financial's 13F filing for Q1 2023, filed 11 May 2023.