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Phoenix Wealth Advisors’s Blackstone BX Stock Holding History

Phoenix Wealth 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
2024
Q3 		– Sell
-2,425
Closed -$300K – 123
2024
Q2 		$300K Buy
+2,425
New +$298K 0.15% 97
2022
Q4 		– Sell
-3,395
Closed -$284K – 111
2022
Q3 		$284K Sell
3,395
-80
-2% -$7.75K 0.28% 76
2022
Q2 		$317K Buy
+3,475
New +$375K 0.31% 76
2022
Q1 		– Sell
-3,395
Closed -$439K – 99
2021
Q4 		$439K Hold
3,395
– – 0.33% 68
2021
Q3 		$395K Hold
3,395
– – 0.29% 71
2021
Q2 		$331K Hold
3,395
– – 0.24% 90
2021
Q1 		$255K Hold
3,395
– – 0.2% 99
2020
Q4 		$220K Buy
+3,395
New +$198K 0.17% 103

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

Phoenix Wealth Advisors's BX Position: Q3 2024 in Review

Phoenix Wealth Advisors sold out of Blackstone (BX) in Q3 2024, closing a stake of 2,425 shares — an estimated $300K sold.

Phoenix Wealth Advisors first reported a position in BX in Q4 2020 and held it in 8 quarters. The position peaked at $439K in Q4 2021. 1,940 funds tracked by Wall St. Rank hold BX as of Q3 2024.

  • Phoenix Wealth Advisors reported no remaining Blackstone position as of Q3 2024 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 2,425 Blackstone shares in Q3 2024, an estimated $300K.
  • Phoenix Wealth Advisors first reported a position in Blackstone in Q4 2020 and held it in 8 quarters.
  • Phoenix Wealth Advisors's Blackstone position peaked at $439K in Q4 2021.
  • 1,940 funds tracked by Wall St. Rank held Blackstone as of Q3 2024.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.