Polaris Wealth Advisory Group’s Blackstone BX Stock Holding History

Polaris Wealth Advisory Group’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
2022 Q3	–	Sell	-2,423	Closed	-$221K	–	162
2022 Q2	$221K	Sell	2,423 -927	-28%	-$100K	0.02%	125
2022 Q1	$387K	Sell	3,350 -8	-0.2%	-$976	0.03%	126
2021 Q4	$434K	Buy	3,358 +18	+0.5%	+$2.4K	0.02%	131
2021 Q3	$385K	Buy	3,340 +26	+0.8%	+$3.02K	0.02%	132
2021 Q2	$322K	Buy	3,314 +8	+0.2%	+$710	0.02%	136
2021 Q1	$254K	Buy	3,306 +12	+0.4%	+$828	0.02%	151
2020 Q4	$207K	Buy	+3,294	New	+$192K	0.02%	169
2018 Q4	–	Sell	-400	Closed	-$15K	–	184
2018 Q3	$15K	Buy	+400	New	+$14.5K	﹤0.01%	353
2018 Q2	–	Sell	-400	Closed	-$13K	–	272
2018 Q1	$13K	Buy	+400	New	+$13.6K	﹤0.01%	333

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Polaris Wealth Advisory Group's BX Position: Q3 2022 in Review

Polaris Wealth Advisory Group sold out of Blackstone (BX) in Q3 2022, closing a stake of 2,423 shares — an estimated $221K sold.

Polaris Wealth Advisory Group first reported a position in BX in Q1 2018 and held it in 9 quarters. The position peaked at $434K in Q4 2021. 1,539 funds tracked by Wall St. Rank hold BX as of Q3 2022.

Polaris Wealth Advisory Group reported no remaining Blackstone position as of Q3 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 2,423 Blackstone shares in Q3 2022, an estimated $221K.
Polaris Wealth Advisory Group first reported a position in Blackstone in Q1 2018 and held it in 9 quarters.
Polaris Wealth Advisory Group's Blackstone position peaked at $434K in Q4 2021.
1,539 funds tracked by Wall St. Rank held Blackstone as of Q3 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2022, filed 12 Oct 2022.