SWM
BX icon

Scissortail Wealth Management’s Blackstone BX Stock Holding History

Scissortail Wealth Management’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
2024
Q1 		– Sell
-2,082
Closed -$266K – 137
2023
Q4 		$266K Buy
+2,082
New +$225K 0.08% 133
2022
Q3 		– Sell
-1,602
Closed -$207K – 91
2022
Q2 		$207K Buy
+1,602
New +$173K 0.08% 80
2022
Q1 		– Sell
-1,602
Closed -$207K – 95
2021
Q4 		$207K Buy
+1,602
New +$214K 0.08% 80

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

Scissortail Wealth Management's BX Position: Q1 2024 in Review

Scissortail Wealth Management sold out of Blackstone (BX) in Q1 2024, closing a stake of 2,082 shares — an estimated $266K sold.

Scissortail Wealth Management first reported a position in BX in Q4 2021 and held it in 3 quarters. The position peaked at $266K in Q4 2023. 1,848 funds tracked by Wall St. Rank hold BX as of Q1 2024.

  • Scissortail Wealth Management reported no remaining Blackstone position as of Q1 2024 after selling out during the quarter.
  • Scissortail Wealth Management sold 2,082 Blackstone shares in Q1 2024, an estimated $266K.
  • Scissortail Wealth Management first reported a position in Blackstone in Q4 2021 and held it in 3 quarters.
  • Scissortail Wealth Management's Blackstone position peaked at $266K in Q4 2023.
  • 1,848 funds tracked by Wall St. Rank held Blackstone as of Q1 2024.

Based on Scissortail Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.