Professional Financial Advisors’s Blackstone BX Stock Holding History

Professional Financial 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
2022 Q4	–	Sell	-546	Closed	-$46K	–	128
2022 Q3	$46K	Buy	546 +7	+1%	+$678	0.03%	147
2022 Q2	$49K	Buy	539 +7	+1%	+$756	0.03%	144
2022 Q1	$68K	Buy	532 +6	+1%	+$732	0.03%	124
2021 Q4	$68K	Buy	526 +4	+0.8%	+$533	0.03%	150
2021 Q3	$61K	Buy	522 +3	+0.6%	+$348	0.03%	131
2021 Q2	$51K	Buy	519 +5	+1%	+$444	0.03%	140
2021 Q1	$38K	Buy	514 +7	+1%	+$483	0.02%	146
2020 Q4	$33K	Hold	507	–	–	0.03%	151
2020 Q3	$26K	Buy	+507	New	+$27.1K	0.02%	148

Other funds holding BX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Professional Financial Advisors's BX Position: Q4 2022 in Review

Professional Financial Advisors sold out of Blackstone (BX) in Q4 2022, closing a stake of 546 shares — an estimated $46K sold.

Professional Financial Advisors first reported a position in BX in Q3 2020 and held it in 9 quarters. The position peaked at $68K in Q1 2022. 1,560 funds tracked by Wall St. Rank hold BX as of Q4 2022.

Professional Financial Advisors reported no remaining Blackstone position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 546 Blackstone shares in Q4 2022, an estimated $46K.
Professional Financial Advisors first reported a position in Blackstone in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's Blackstone position peaked at $68K in Q1 2022.
1,560 funds tracked by Wall St. Rank held Blackstone as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.