Private Advisory Group’s Blackstone BX Stock Holding History

Private 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
2023 Q4	–	Sell	-2,000	Closed	-$214K	–	198
2023 Q3	$214K	Buy	+2,000	New	+$208K	0.04%	189
2022 Q1	–	Sell	-6,545	Closed	-$847K	–	166
2021 Q4	$847K	Buy	+6,545	New	+$873K	0.16%	89

Other funds holding BX

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Private Advisory Group's BX Position: Q4 2023 in Review

Private Advisory Group sold out of Blackstone (BX) in Q4 2023, closing a stake of 2,000 shares — an estimated $214K sold.

Private Advisory Group first reported a position in BX in Q4 2021 and held it in 2 quarters. The position peaked at $847K in Q4 2021. 1,809 funds tracked by Wall St. Rank hold BX as of Q4 2023.

Private Advisory Group reported no remaining Blackstone position as of Q4 2023 after selling out during the quarter.
Private Advisory Group sold 2,000 Blackstone shares in Q4 2023, an estimated $214K.
Private Advisory Group first reported a position in Blackstone in Q4 2021 and held it in 2 quarters.
Private Advisory Group's Blackstone position peaked at $847K in Q4 2021.
1,809 funds tracked by Wall St. Rank held Blackstone as of Q4 2023.

Based on Private Advisory Group's 13F filing for Q4 2023, filed 13 Feb 2024.