RDA Financial Network’s Blackstone BX Stock Holding History

RDA Financial Network’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
2026 Q2	$1.15M	Buy	9,783 +13	+0.1%	+$1.56K	0.25%	92
2026 Q1	$1.12M	Sell	9,770 -83	-0.8%	-$10.8K	0.28%	96
2025 Q4	$1.52M	Sell	9,853 -86	-0.9%	-$13.1K	0.37%	82
2025 Q3	$1.7M	Sell	9,939 -31	-0.3%	-$5.31K	0.42%	75
2025 Q2	$1.49M	Sell	9,970 -21	-0.2%	-$2.88K	0.4%	76
2025 Q1	$1.4M	Sell	9,991 -33	-0.3%	-$5.36K	0.42%	78
2024 Q4	$1.73M	Sell	10,024 -899	-8%	-$157K	0.5%	57
2024 Q3	$1.67M	Sell	10,923 -160	-1%	-$22.2K	0.52%	60
2024 Q2	$1.37M	Sell	11,083 -28	-0.3%	-$3.45K	0.45%	64
2024 Q1	$1.46M	Sell	11,111 -570	-5%	-$71.2K	0.5%	60
2023 Q4	$1.53M	Buy	11,681 +83	+0.7%	+$8.98K	0.58%	52
2023 Q3	$1.24M	Sell	11,598 -160	-1%	-$16.7K	0.54%	56
2023 Q2	$1.09M	Sell	11,758 -55	-0.5%	-$4.75K	0.46%	65
2023 Q1	$1.04M	Sell	11,813 -570	-5%	-$50.3K	0.47%	63
2022 Q4	$919K	Buy	12,383 +145	+1%	+$12.5K	0.46%	67
2022 Q3	$1.02M	Buy	12,238 +80	+0.7%	+$7.75K	0.56%	59
2022 Q2	$1.11M	Sell	12,158 -762	-6%	-$82.3K	0.56%	58
2022 Q1	$1.64M	Buy	12,920 +70	+0.5%	+$8.54K	0.69%	44
2021 Q4	$1.66M	Sell	12,850 -1,769	-12%	-$236K	0.68%	44
2021 Q3	$1.7M	Sell	14,619 -461	-3%	-$53.5K	0.75%	40
2021 Q2	$1.47M	Sell	15,080 -96	-0.6%	-$8.53K	0.65%	47
2021 Q1	$1.13M	Sell	15,176 -79	-0.5%	-$5.45K	0.49%	59
2020 Q4	$989K	Hold	15,255	–	–	0.45%	62
2020 Q3	$796K	Sell	15,255 -465	-3%	-$24.9K	0.36%	72
2020 Q2	$891K	Sell	15,720 -80	-0.5%	-$4.21K	0.44%	65
2020 Q1	$720K	Sell	15,800 -7,375	-32%	-$408K	0.43%	63
2019 Q4	$1.45M	Sell	23,175 -224	-1%	-$11.6K	0.59%	42
2019 Q3	$1.22M	Sell	23,399 -445	-2%	-$21.7K	0.52%	50
2019 Q2	$1.1M	Sell	23,844 -300	-1%	-$12K	0.5%	55
2019 Q1	$858K	Buy	+24,144	New	+$806K	0.41%	66

Other funds holding BX

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return