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Planned Solutions’s Blackstone BX Stock Holding History

Planned Solutions’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
Q4 		– Sell
-1,166
Closed -$179K – 183
2024
Q3 		$179K Buy
+1,166
New +$162K 0.07% 126
2024
Q1 		– Sell
-1,166
Closed -$153K – 157
2023
Q4 		$153K Buy
+1,166
New +$126K 0.07% 119
2021
Q1 		– Sell
-1,067
Closed -$69K – 110
2020
Q4 		$69K Buy
1,067
+500
+88% +$29.1K 0.06% 151
2020
Q3 		$30K Buy
+567
New +$30.3K 0.03% 193

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Planned Solutions's BX Position: Q4 2024 in Review

Planned Solutions sold out of Blackstone (BX) in Q4 2024, closing a stake of 1,166 shares — an estimated $179K sold.

Planned Solutions first reported a position in BX in Q3 2020 and held it in 4 quarters. The position peaked at $179K in Q3 2024. 2,149 funds tracked by Wall St. Rank hold BX as of Q4 2024.

  • Planned Solutions reported no remaining Blackstone position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 1,166 Blackstone shares in Q4 2024, an estimated $179K.
  • Planned Solutions first reported a position in Blackstone in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Blackstone position peaked at $179K in Q3 2024.
  • 2,149 funds tracked by Wall St. Rank held Blackstone as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.