Summit Financial Wealth Advisors’s Blackstone BX Stock Holding History

Summit Financial Wealth 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	–	Sell	-1,996	Closed	-$346K	–	152
2024 Q4	$346K	Buy	1,996 +88	+5%	+$15.3K	0.07%	108
2024 Q3	$292K	Hold	1,908	–	–	0.05%	119
2024 Q2	$236K	Sell	1,908 -2,004	-51%	-$247K	0.05%	125
2024 Q1	$514K	Hold	3,912	–	–	0.1%	81
2023 Q4	$512K	Hold	3,912	–	–	0.12%	76
2023 Q3	$387K	Buy	+3,912	New	+$407K	0.1%	85
2015 Q3	–	Sell	-1,019	Closed	-$40K	–	223
2015 Q2	$40K	Sell	1,019 -1,019	-50%	-$41.9K	0.02%	159
2015 Q1	$85K	Buy	+2,038	New	+$73.7K	0.06%	97

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Summit Financial Wealth Advisors's BX Position: Q1 2025 in Review

Summit Financial Wealth Advisors sold out of Blackstone (BX) in Q1 2025, closing a stake of 1,996 shares — an estimated $346K sold.

Summit Financial Wealth Advisors first reported a position in BX in Q1 2015 and held it in 8 quarters. The position peaked at $514K in Q1 2024. 2,087 funds tracked by Wall St. Rank hold BX as of Q1 2025.

Summit Financial Wealth Advisors reported no remaining Blackstone position as of Q1 2025 after selling out during the quarter.
Summit Financial Wealth Advisors sold 1,996 Blackstone shares in Q1 2025, an estimated $346K.
Summit Financial Wealth Advisors first reported a position in Blackstone in Q1 2015 and held it in 8 quarters.
Summit Financial Wealth Advisors's Blackstone position peaked at $514K in Q1 2024.
2,087 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.