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Provence Wealth Management Group’s Blackstone BX Stock Holding History

Provence Wealth Management 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 		$250K Buy
1,913
+1,575
+466% +$170K 0.13% 142
2023
Q3 		$36.2K Buy
+338
New +$35.2K 0.02% 223

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Provence Wealth Management Group's BX Position: Q4 2023 in Review

Provence Wealth Management Group increased its Blackstone (BX) stake by 466% in Q4 2023, buying an estimated $170K and bringing the position to 1,913 shares worth $250K. The position accounts for 0.13% of the portfolio, ranked #142.

Provence Wealth Management Group first reported a position in BX in Q3 2023 and has held it in 2 quarters since. 1,812 funds tracked by Wall St. Rank hold BX as of Q4 2023.

  • Provence Wealth Management Group held 1,913 shares of Blackstone worth $250K as of Q4 2023.
  • Provence Wealth Management Group bought 1,575 Blackstone shares in Q4 2023, an estimated $170K.
  • Blackstone made up 0.13% of Provence Wealth Management Group's portfolio in Q4 2023, its #142 holding.
  • Provence Wealth Management Group first reported a position in Blackstone in Q3 2023 and has held it in 2 quarters since.
  • 1,812 funds tracked by Wall St. Rank held Blackstone as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.