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Safeguard Investment Advisory Group’s Blackstone BX Stock Holding History

Safeguard Investment Advisory 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
Q3 		– Sell
-1,729
Closed -$214K – 123
2024
Q2 		$214K Hold
1,729
– – 0.07% 95
2024
Q1 		$227K Hold
1,729
– – 0.08% 93
2023
Q4 		$226K Buy
+1,729
New +$187K 0.09% 86

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

Safeguard Investment Advisory Group's BX Position: Q3 2024 in Review

Safeguard Investment Advisory Group sold out of Blackstone (BX) in Q3 2024, closing a stake of 1,729 shares — an estimated $214K sold.

Safeguard Investment Advisory Group first reported a position in BX in Q4 2023 and held it in 3 quarters. The position peaked at $227K in Q1 2024. 1,941 funds tracked by Wall St. Rank hold BX as of Q3 2024.

  • Safeguard Investment Advisory Group reported no remaining Blackstone position as of Q3 2024 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 1,729 Blackstone shares in Q3 2024, an estimated $214K.
  • Safeguard Investment Advisory Group first reported a position in Blackstone in Q4 2023 and held it in 3 quarters.
  • Safeguard Investment Advisory Group's Blackstone position peaked at $227K in Q1 2024.
  • 1,941 funds tracked by Wall St. Rank held Blackstone as of Q3 2024.

Based on Safeguard Investment Advisory Group's 13F filing for Q3 2024, filed 14 Nov 2024.