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Rainsberger Wealth Advisors’s Blackstone BX Stock Holding History

Rainsberger Wealth 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
2023
Q4 		$1.45M Buy
11,083
+219
+2% +$23.7K 0.79% 39
2023
Q3 		$1.16M Buy
10,864
+251
+2% +$26.1K 0.71% 41
2023
Q2 		$987K Buy
10,613
+860
+9% +$74.3K 0.6% 47
2023
Q1 		$857K Buy
9,753
+2,401
+33% +$212K 0.51% 51
2022
Q4 		$545K Sell
7,352
-418
-5% -$36.1K 0.35% 60
2022
Q3 		$650K Buy
7,770
+129
+2% +$12.5K 0.45% 52
2022
Q2 		$697K Buy
7,641
+272
+4% +$29.4K 0.51% 47
2022
Q1 		$935K Buy
7,369
+855
+13% +$104K 0.6% 41
2021
Q4 		$843K Buy
+6,514
New +$869K 0.49% 49

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Rainsberger Wealth Advisors's BX Position: Q4 2023 in Review

Rainsberger Wealth Advisors increased its Blackstone (BX) stake by 2% in Q4 2023, buying an estimated $23.7K and bringing the position to 11,083 shares worth $1.45M. The position accounts for 0.79% of the portfolio, ranked #39.

Rainsberger Wealth Advisors first reported a position in BX in Q4 2021 and has held it in 9 quarters since. 1,809 funds tracked by Wall St. Rank hold BX as of Q4 2023.

  • Rainsberger Wealth Advisors held 11,083 shares of Blackstone worth $1.45M as of Q4 2023.
  • Rainsberger Wealth Advisors bought 219 Blackstone shares in Q4 2023, an estimated $23.7K.
  • Blackstone made up 0.79% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #39 holding.
  • Rainsberger Wealth Advisors first reported a position in Blackstone in Q4 2021 and has held it in 9 quarters since.
  • 1,809 funds tracked by Wall St. Rank held Blackstone as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.