PSI Advisors’s Blackstone BX Stock Holding History

PSI 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
2025 Q2	–	Sell	-100	Closed	-$14K	–	180
2025 Q1	$14K	Hold	100	–	–	﹤0.01%	409
2024 Q4	$17.2K	Hold	100	–	–	0.01%	443
2024 Q3	$15.3K	Hold	100	–	–	﹤0.01%	466
2024 Q2	$12.4K	Hold	100	–	–	﹤0.01%	476
2024 Q1	$13.1K	Hold	100	–	–	﹤0.01%	448
2023 Q4	$13.1K	Sell	100 -519	-84%	-$56.2K	﹤0.01%	475
2023 Q3	$66.3K	Buy	619 +4	+0.7%	+$417	0.03%	218
2023 Q2	$57.2K	Buy	615 +5	+0.8%	+$432	0.03%	229
2023 Q1	$53.6K	Buy	610 +5	+0.8%	+$442	0.03%	215
2022 Q4	$44.9K	Buy	605 +5	+0.8%	+$432	0.02%	231
2022 Q3	$50K	Buy	600 +500	+500%	+$48.4K	0.03%	227
2022 Q2	$9K	Hold	100	–	–	﹤0.01%	473
2022 Q1	$13K	Hold	100	–	–	0.01%	432
2021 Q4	$13K	Hold	100	–	–	0.01%	463
2021 Q3	$12K	Buy	+100	New	+$11.6K	0.01%	463
2020 Q1	–	Sell	-425	Closed	-$23K	–	169
2019 Q4	$23K	Buy	+425	New	+$22K	0.01%	357

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

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

Capital World Investors

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

JP Morgan Chase

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

Geode Capital Management

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada

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

Capital International Investors

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