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Ruedi Wealth Management’s Blackstone BX Stock Holding History

Ruedi Wealth Management’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
-375
Closed -$64.7K – 335
2024
Q4 		$64.7K Hold
375
– – 0.02% 79
2024
Q3 		$57.4K Hold
375
– – 0.02% 82
2024
Q2 		$46.4K Hold
375
– – 0.02% 91
2024
Q1 		$49.3K Hold
375
– – 0.02% 87
2023
Q4 		$49.1K Hold
375
– – 0.02% 82
2023
Q3 		$40.2K Hold
375
– – 0.02% 83
2023
Q2 		$34.9K Hold
375
– – 0.02% 91
2023
Q1 		$32.9K Hold
375
– – 0.02% 98
2022
Q4 		$27.8K Buy
+375
New +$32.4K 0.02% 103

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Ruedi Wealth Management's BX Position: Q1 2025 in Review

Ruedi Wealth Management sold out of Blackstone (BX) in Q1 2025, closing a stake of 375 shares — an estimated $64.7K sold.

Ruedi Wealth Management first reported a position in BX in Q4 2022 and held it in 9 quarters. The position peaked at $64.7K in Q4 2024. 2,096 funds tracked by Wall St. Rank hold BX as of Q1 2025.

  • Ruedi Wealth Management reported no remaining Blackstone position as of Q1 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 375 Blackstone shares in Q1 2025, an estimated $64.7K.
  • Ruedi Wealth Management first reported a position in Blackstone in Q4 2022 and held it in 9 quarters.
  • Ruedi Wealth Management's Blackstone position peaked at $64.7K in Q4 2024.
  • 2,096 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on Ruedi Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.