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Retirement Group’s Blackstone BX Stock Holding History

Retirement 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
2024
Q1 		$877K Buy
6,677
+670
+11% +$83.7K 0.31% 48
2023
Q4 		$786K Sell
6,007
-2,058
-26% -$223K 0.32% 48
2023
Q3 		$864K Sell
8,065
-80
-1% -$8.33K 0.36% 39
2023
Q2 		$757K Sell
8,145
-807
-9% -$69.7K 0.32% 50
2023
Q1 		$786K Sell
8,952
-284
-3% -$25.1K 0.36% 44
2022
Q4 		$685K Buy
9,236
+2,517
+37% +$217K 0.33% 50
2022
Q3 		$562K Buy
6,719
+560
+9% +$54.2K 0.45% 39
2022
Q2 		$562K Buy
6,159
+2,691
+78% +$291K 0.23% 59
2022
Q1 		$440K Sell
3,468
-20
-0.6% -$2.44K 0.17% 68
2021
Q4 		$451K Sell
3,488
-80
-2% -$10.7K 0.2% 70
2021
Q3 		$415K Buy
3,568
+290
+9% +$33.7K 0.19% 81
2021
Q2 		$318K Sell
3,278
-1,073
-25% -$95.3K 0.15% 80
2021
Q1 		$324K Sell
4,351
-374
-8% -$25.8K 0.15% 94
2020
Q4 		$306K Sell
4,725
-939
-17% -$54.7K 0.14% 95
2020
Q3 		$296K Sell
5,664
-1,242
-18% -$66.5K 0.17% 95
2020
Q2 		$391K Buy
+6,906
New +$363K 0.24% 71
2019
Q4 		$209K Buy
+3,736
New +$194K 0.14% 108

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

Retirement Group's BX Position: Q1 2024 in Review

Retirement Group increased its Blackstone (BX) stake by 11% in Q1 2024, buying an estimated $83.7K and bringing the position to 6,677 shares worth $877K. The position accounts for 0.31% of the portfolio, ranked #48.

Retirement Group first reported a position in BX in Q4 2019 and has held it in 17 quarters since. 1,848 funds tracked by Wall St. Rank hold BX as of Q1 2024.

  • Retirement Group held 6,677 shares of Blackstone worth $877K as of Q1 2024.
  • Retirement Group bought 670 Blackstone shares in Q1 2024, an estimated $83.7K.
  • Blackstone made up 0.31% of Retirement Group's portfolio in Q1 2024, its #48 holding.
  • Retirement Group first reported a position in Blackstone in Q4 2019 and has held it in 17 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Blackstone as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.