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Realta Investment Advisors’s Blackstone BX Stock Holding History

Realta Investment 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
2024
Q3 		– Sell
-5,697
Closed -$705K – 400
2024
Q2 		$705K Buy
5,697
+264
+5% +$32.5K 0.14% 166
2024
Q1 		$714K Sell
5,433
-61
-1% -$7.62K 0.15% 161
2023
Q4 		$719K Buy
5,494
+110
+2% +$11.9K 0.16% 154
2023
Q3 		$501K Sell
5,384
-1,070
-17% -$111K 0.12% 211
2023
Q2 		$600K Buy
6,454
+93
+1% +$8.03K 0.13% 182
2023
Q1 		$559K Buy
6,361
+50
+0.8% +$4.42K 0.14% 191
2022
Q4 		$468K Sell
6,311
-4,677
-43% -$404K 0.11% 218
2022
Q3 		$920K Buy
10,988
+585
+6% +$56.7K 0.24% 101
2022
Q2 		$966K Buy
10,403
+1,711
+20% +$185K 0.24% 99
2022
Q1 		$1.1M Buy
8,692
+1,017
+13% +$124K 0.22% 100
2021
Q4 		$993K Buy
7,675
+259
+3% +$34.5K 0.22% 110
2021
Q3 		$863K Buy
7,416
+556
+8% +$64.5K 0.2% 122
2021
Q2 		$666K Sell
6,860
-6
-0.1% -$533 0.16% 159
2021
Q1 		$512K Buy
6,866
+468
+7% +$32.3K 0.13% 193
2020
Q4 		$415K Sell
6,398
-4,164
-39% -$242K 0.12% 196
2020
Q3 		$551K Sell
10,562
-101
-0.9% -$5.41K 0.18% 140
2020
Q2 		$604K Sell
10,663
-982
-8% -$51.7K 0.2% 126
2020
Q1 		$531K Sell
11,645
-1,825
-14% -$101K 0.23% 120
2019
Q4 		$734K Sell
13,470
-3,877
-22% -$201K 0.2% 123
2019
Q3 		$845K Sell
17,347
-4,030
-19% -$197K 0.23% 92
2019
Q2 		$948K Buy
21,377
+5,798
+37% +$231K 0.26% 81
2019
Q1 		$540K Buy
+15,579
New +$520K 0.25% 125

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Realta Investment Advisors's BX Position: Q3 2024 in Review

Realta Investment Advisors sold out of Blackstone (BX) in Q3 2024, closing a stake of 5,697 shares — an estimated $705K sold.

Realta Investment Advisors first reported a position in BX in Q1 2019 and held it in 22 quarters. The position peaked at $1.1M in Q1 2022. 1,940 funds tracked by Wall St. Rank hold BX as of Q3 2024.

  • Realta Investment Advisors reported no remaining Blackstone position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 5,697 Blackstone shares in Q3 2024, an estimated $705K.
  • Realta Investment Advisors first reported a position in Blackstone in Q1 2019 and held it in 22 quarters.
  • Realta Investment Advisors's Blackstone position peaked at $1.1M in Q1 2022.
  • 1,940 funds tracked by Wall St. Rank held Blackstone as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.