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Sage Investment Advisers’s Blackstone BX Stock Holding History

Sage Investment Advisers’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
Q2 		– Sell
-2,890
Closed -$254K – 62
2023
Q1 		$254K Buy
+2,890
New +$255K 0.34% 49

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
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sage Investment Advisers's BX Position: Q2 2023 in Review

Sage Investment Advisers sold out of Blackstone (BX) in Q2 2023, closing a stake of 2,890 shares — an estimated $254K sold.

Sage Investment Advisers first reported a position in BX in Q1 2023 and held it in 1 quarter. The position peaked at $254K in Q1 2023. 1,585 funds tracked by Wall St. Rank hold BX as of Q2 2023.

  • Sage Investment Advisers reported no remaining Blackstone position as of Q2 2023 after selling out during the quarter.
  • Sage Investment Advisers sold 2,890 Blackstone shares in Q2 2023, an estimated $254K.
  • Sage Investment Advisers first reported a position in Blackstone in Q1 2023 and held it in 1 quarter.
  • Sage Investment Advisers's Blackstone position peaked at $254K in Q1 2023.
  • 1,585 funds tracked by Wall St. Rank held Blackstone as of Q2 2023.

Based on Sage Investment Advisers's 13F filing for Q2 2023, filed 9 Aug 2023.