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Strategic Financial Concepts’s Blackstone BX Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-91,711
Closed -$2.75K – 305
2024
Q2 		$2.75K Buy
+91,711
New +$11.3M ﹤0.01% 524

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Strategic Financial Concepts's BX Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Blackstone (BX) in Q3 2024, closing a stake of 91,711 shares — an estimated $2.75K sold.

Strategic Financial Concepts first reported a position in BX in Q2 2024 and held it in 1 quarter. The position peaked at $2.75K in Q2 2024. 1,940 funds tracked by Wall St. Rank hold BX as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Blackstone position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 91,711 Blackstone shares in Q3 2024, an estimated $2.75K.
  • Strategic Financial Concepts first reported a position in Blackstone in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Blackstone position peaked at $2.75K in Q2 2024.
  • 1,940 funds tracked by Wall St. Rank held Blackstone as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.