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Sandy Cove Advisors’s Blackstone BX Stock Holding History

Sandy Cove 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
2026
Q2 		$1.52M Buy
12,956
+360
+3% +$43.3K 0.38% 38
2026
Q1 		$1.45M Buy
12,596
+360
+3% +$46.8K 0.43% 33
2025
Q4 		$1.89M Buy
12,236
+58
+0.5% +$8.81K 0.56% 29
2025
Q3 		$2.08M Buy
12,178
+136
+1% +$23.3K 0.67% 24
2025
Q2 		$1.8M Buy
12,042
+2,182
+22% +$300K 0.65% 23
2025
Q1 		$1.38M Sell
9,860
-6
-0.1% -$974 0.55% 28
2024
Q4 		$1.7M Buy
9,866
+77
+0.8% +$13.4K 0.67% 25
2024
Q3 		$1.5M Sell
9,789
-13
-0.1% -$1.8K 0.61% 28
2024
Q2 		$1.21M Buy
9,802
+63
+0.6% +$7.75K 0.54% 31
2024
Q1 		$1.28M Buy
9,739
+17
+0.2% +$2.12K 0.59% 27
2023
Q4 		$1.27M Buy
9,722
+5
+0.1% +$541 0.65% 28
2023
Q3 		$1.04M Sell
9,717
-105
-1% -$10.9K 0.6% 31
2023
Q2 		$913K Buy
9,822
+2
+0% +$173 0.52% 38
2023
Q1 		$863K Buy
9,820
+1
+0% +$88 0.62% 36
2022
Q4 		$728K Buy
9,819
+1
+0% +$86 0.59% 33
2022
Q3 		$822K Buy
9,818
+664
+7% +$64.3K 0.74% 26
2022
Q2 		$835K Buy
9,154
+1,999
+28% +$216K 0.76% 27
2022
Q1 		$908K Buy
7,155
+1
+0% +$122 0.75% 23
2021
Q4 		$926K Buy
+7,154
New +$954K 0.78% 24

Other funds holding BX

CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return