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Retirement Investment Advisors’s Blackstone BX Stock Holding History

Retirement 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
2025
Q1 		– Sell
-1,169
Closed -$202K – 60
2024
Q4 		$202K Buy
+1,169
New +$204K 0.02% 57
2023
Q4 		– Sell
-1,938
Closed -$208K – 53
2023
Q3 		$208K Buy
+1,938
New +$202K 0.02% 57

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
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 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Retirement Investment Advisors's BX Position: Q1 2025 in Review

Retirement Investment Advisors sold out of Blackstone (BX) in Q1 2025, closing a stake of 1,169 shares — an estimated $202K sold.

Retirement Investment Advisors first reported a position in BX in Q3 2023 and held it in 2 quarters. The position peaked at $208K in Q3 2023. 2,087 funds tracked by Wall St. Rank hold BX as of Q1 2025.

  • Retirement Investment Advisors reported no remaining Blackstone position as of Q1 2025 after selling out during the quarter.
  • Retirement Investment Advisors sold 1,169 Blackstone shares in Q1 2025, an estimated $202K.
  • Retirement Investment Advisors first reported a position in Blackstone in Q3 2023 and held it in 2 quarters.
  • Retirement Investment Advisors's Blackstone position peaked at $208K in Q3 2023.
  • 2,087 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on Retirement Investment Advisors's 13F filing for Q1 2025, filed 13 May 2025.