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Schechter Investment Advisors’s Blackstone BX Stock Holding History

Schechter Investment 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
2025
Q1 		$2.53M Buy
18,104
+1,085
+6% +$176K 0.21% 97
2024
Q4 		$2.93M Sell
17,019
-536
-3% -$93.4K 0.22% 92
2024
Q3 		$2.69M Sell
17,555
-168
-0.9% -$23.3K 0.2% 95
2024
Q2 		$2.19M Sell
17,723
-1,228
-6% -$151K 0.17% 108
2024
Q1 		$2.49M Sell
18,951
-65
-0.3% -$8.12K 0.19% 101
2023
Q4 		$2.49M Sell
19,016
-329
-2% -$35.6K 0.22% 85
2023
Q3 		$2.07M Sell
19,345
-1,108
-5% -$115K 0.2% 94
2023
Q2 		$1.9M Buy
20,453
+1,369
+7% +$118K 0.17% 113
2023
Q1 		$1.68M Buy
19,084
+4,801
+34% +$424K 0.16% 145
2022
Q4 		$1.06M Sell
14,283
-3,658
-20% -$316K 0.1% 269
2022
Q3 		$1.5M Buy
17,941
+819
+5% +$79.3K 0.15% 160
2022
Q2 		$1.56M Buy
17,122
+2,791
+19% +$301K 0.15% 143
2022
Q1 		$1.82M Buy
14,331
+580
+4% +$70.7K 0.17% 119
2021
Q4 		$1.78M Buy
+13,751
New +$1.83M 0.16% 143

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Schechter Investment Advisors's BX Position: Q1 2025 in Review

Schechter Investment Advisors increased its Blackstone (BX) stake by 6.4% in Q1 2025, buying an estimated $176K and bringing the position to 18,104 shares worth $2.53M. The position accounts for 0.21% of the portfolio, ranked #97.

Schechter Investment Advisors first reported a position in BX in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.93M in Q4 2024. 2,087 funds tracked by Wall St. Rank hold BX as of Q1 2025.

  • Schechter Investment Advisors held 18,104 shares of Blackstone worth $2.53M as of Q1 2025.
  • Schechter Investment Advisors bought 1,085 Blackstone shares in Q1 2025, an estimated $176K.
  • Blackstone made up 0.21% of Schechter Investment Advisors's portfolio in Q1 2025, its #97 holding.
  • Schechter Investment Advisors first reported a position in Blackstone in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Blackstone position peaked at $2.93M in Q4 2024.
  • 2,087 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.