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Sugarloaf Wealth Management’s Blackstone BX Stock Holding History

Sugarloaf 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
Q4 		$124K Buy
722
+4
+0.6% +$697 0.02% 216
2024
Q3 		$110K Buy
718
+4
+0.6% +$555 0.02% 230
2024
Q2 		$88.4K Buy
714
+5
+0.7% +$615 0.02% 239
2024
Q1 		$93.1K Buy
709
+5
+0.7% +$624 0.02% 232
2023
Q4 		$92.1K Buy
704
+6
+0.9% +$649 0.02% 226
2023
Q3 		$74.8K Buy
698
+5
+0.7% +$521 0.02% 240
2023
Q2 		$64.4K Buy
693
+8
+1% +$691 0.02% 259
2023
Q1 		$60.2K Buy
685
+6
+0.9% +$530 0.01% 265
2022
Q4 		$50.4K Buy
+679
New +$58.6K 0.01% 283
2022
Q3 		– Sell
-616
Closed -$59.7K – 843
2022
Q2 		$56K Sell
616
-39
-6% -$4.21K 0.01% 268
2022
Q1 		$83K Buy
655
+113
+21% +$13.8K 0.02% 213
2021
Q4 		$70K Buy
542
+4
+0.7% +$533 0.02% 242
2021
Q3 		$63K Buy
538
+3
+0.6% +$348 0.02% 244
2021
Q2 		$52K Sell
535
-523
-49% -$46.4K 0.01% 262
2021
Q1 		$79 Buy
+1,058
New +$73K 0.02% 217

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
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

Sugarloaf Wealth Management's BX Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Blackstone (BX) stake by 0.56% in Q4 2024, buying an estimated $697 and bringing the position to 722 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #216.

Sugarloaf Wealth Management first reported a position in BX in Q1 2021 and has held it in 15 quarters since. 2,142 funds tracked by Wall St. Rank hold BX as of Q4 2024.

  • Sugarloaf Wealth Management held 722 shares of Blackstone worth $124K as of Q4 2024.
  • Sugarloaf Wealth Management bought 4 Blackstone shares in Q4 2024, an estimated $697.
  • Blackstone made up 0.02% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #216 holding.
  • Sugarloaf Wealth Management first reported a position in Blackstone in Q1 2021 and has held it in 15 quarters since.
  • 2,142 funds tracked by Wall St. Rank held Blackstone as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.