Sargent Bickham Lagudis’s Blackstone BX Stock Holding History

Sargent Bickham Lagudis’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	$236K	Sell	3,175 -1,617	-34%	-$140K	0.02%	248
2022 Q3	$401K	Sell	4,792 -297	-6%	-$28.8K	0.04%	186
2022 Q2	$464K	Buy	5,089 +4,742	+1,367%	+$512K	0.04%	185
2022 Q1	$44K	Buy	347 +223	+180%	+$27.2K	﹤0.01%	478
2021 Q4	$16K	Sell	124 -548	-82%	-$73.1K	﹤0.01%	637
2021 Q3	$78K	Buy	672 +103	+18%	+$12K	0.01%	367
2021 Q2	$55K	Hold	569	–	–	﹤0.01%	431
2021 Q1	$42K	Sell	569 -606	-52%	-$41.8K	﹤0.01%	462
2020 Q4	$76K	Hold	1,175	–	–	0.01%	362
2020 Q3	$61K	Hold	1,175	–	–	0.01%	352
2020 Q2	$67K	Sell	1,175 -40	-3%	-$2.1K	0.01%	324
2020 Q1	$55K	Buy	1,215 +40	+3%	+$2.21K	0.01%	328
2019 Q4	$66K	Buy	1,175 +1,051	+848%	+$54.5K	0.01%	333
2019 Q3	$6K	Hold	124	–	–	﹤0.01%	612
2019 Q2	$6K	Hold	124	–	–	﹤0.01%	640
2019 Q1	$4K	Hold	124	–	–	﹤0.01%	707
2018 Q4	$4K	Buy	+124	New	+$4.1K	﹤0.01%	674

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 $259M AUM 31.6% 1-Year Est. Return

Sargent Bickham Lagudis's BX Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Blackstone (BX) stake by 34% in Q4 2022, selling an estimated $140K and leaving 3,175 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #248.

Sargent Bickham Lagudis first reported a position in BX in Q4 2018 and has held it in 17 quarters since. The position peaked at $464K in Q2 2022. 1,556 funds tracked by Wall St. Rank hold BX as of Q4 2022.

Sargent Bickham Lagudis held 3,175 shares of Blackstone worth $236K as of Q4 2022.
Sargent Bickham Lagudis sold 1,617 Blackstone shares in Q4 2022, an estimated $140K.
Blackstone made up 0.02% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #248 holding.
Sargent Bickham Lagudis first reported a position in Blackstone in Q4 2018 and has held it in 17 quarters since.
Sargent Bickham Lagudis's Blackstone position peaked at $464K in Q2 2022.
1,556 funds tracked by Wall St. Rank held Blackstone as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.