Safeguard Financial’s Blackstone BX Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-90	Closed	-$8K	–	132
2023 Q2	$8K	Buy	+90	New	+$7.78K	﹤0.01%	356

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Safeguard Financial's BX Position: Q3 2023 in Review

Safeguard Financial sold out of Blackstone (BX) in Q3 2023, closing a stake of 90 shares — an estimated $8K sold.

Safeguard Financial first reported a position in BX in Q2 2023 and held it in 1 quarter. The position peaked at $8K in Q2 2023. 1,668 funds tracked by Wall St. Rank hold BX as of Q3 2023.

Safeguard Financial reported no remaining Blackstone position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 90 Blackstone shares in Q3 2023, an estimated $8K.
Safeguard Financial first reported a position in Blackstone in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Blackstone position peaked at $8K in Q2 2023.
1,668 funds tracked by Wall St. Rank held Blackstone as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.