Sanford Advisory Services’s Blackstone BX Stock Holding History

Sanford Advisory Services’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
2022 Q4	$380K	Buy	5,123 +317	+7%	+$27.4K	0.09%	98
2022 Q3	$402K	Buy	4,806 +197	+4%	+$19.1K	0.11%	73
2022 Q2	$420K	Buy	4,609 +1,477	+47%	+$160K	0.12%	72
2022 Q1	$398K	Buy	3,132 +180	+6%	+$22K	0.11%	72
2021 Q4	$382K	Buy	2,952 +75	+3%	+$10K	0.09%	79
2021 Q3	$335K	Hold	2,877	–	–	0.08%	80
2021 Q2	$279K	Hold	2,877	–	–	0.07%	89
2021 Q1	$214K	Buy	+2,877	New	+$199K	0.06%	100

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CSA

Cottage Street Advisors Marion, Massachusetts $231M AUM 24.51% 1-Year Est. Return

Sanford Advisory Services's BX Position: Q4 2022 in Review

Sanford Advisory Services increased its Blackstone (BX) stake by 6.6% in Q4 2022, buying an estimated $27.4K and bringing the position to 5,123 shares worth $380K. The position accounts for 0.09% of the portfolio, ranked #98.

Sanford Advisory Services first reported a position in BX in Q1 2021 and has held it in 8 quarters since. The position peaked at $420K in Q2 2022. 1,556 funds tracked by Wall St. Rank hold BX as of Q4 2022.

Sanford Advisory Services held 5,123 shares of Blackstone worth $380K as of Q4 2022.
Sanford Advisory Services bought 317 Blackstone shares in Q4 2022, an estimated $27.4K.
Blackstone made up 0.09% of Sanford Advisory Services's portfolio in Q4 2022, its #98 holding.
Sanford Advisory Services first reported a position in Blackstone in Q1 2021 and has held it in 8 quarters since.
Sanford Advisory Services's Blackstone position peaked at $420K in Q2 2022.
1,556 funds tracked by Wall St. Rank held Blackstone as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.