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Sutton Wealth Advisors’s Blackstone BX Stock Holding History

Sutton 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
2023
Q3 		$3.02M Buy
28,176
+1,170
+4% +$122K 1.48% 17
2023
Q2 		$2.51M Buy
27,006
+88
+0.3% +$7.6K 1.22% 17
2023
Q1 		$2.36M Buy
26,918
+1,339
+5% +$118K 1.26% 18
2022
Q4 		$1.9M Buy
25,579
+586
+2% +$50.6K 0.72% 25
2022
Q3 		$2.09M Buy
24,993
+942
+4% +$91.2K 0.85% 24
2022
Q2 		$2.19M Buy
24,051
+85
+0.4% +$9.18K 0.87% 24
2022
Q1 		$3.04M Sell
23,966
-1,005
-4% -$123K 1.05% 21
2021
Q4 		$3.23M Buy
24,971
+834
+3% +$111K 1.08% 22
2021
Q3 		$2.81M Sell
24,137
-166
-0.7% -$19.3K 1.04% 22
2021
Q2 		$2.36M Buy
24,303
+126
+0.5% +$11.2K 0.86% 26
2021
Q1 		$1.8M Buy
24,177
+143
+0.6% +$9.87K 0.71% 27
2020
Q4 		$1.56M Sell
24,034
-195
-0.8% -$11.4K 0.66% 30
2020
Q3 		$1.26M Buy
24,229
+636
+3% +$34K 0.61% 31
2020
Q2 		$1.34M Buy
23,593
+1,906
+9% +$100K 0.7% 28
2020
Q1 		$988K Buy
21,687
+53
+0.2% +$2.93K 0.62% 30
2019
Q4 		$1.21M Buy
21,634
+1,445
+7% +$75K 0.62% 31
2019
Q3 		$986K Buy
20,189
+32
+0.2% +$1.56K 0.55% 33
2019
Q2 		$895K Buy
20,157
+62
+0.3% +$2.47K 0.51% 35
2019
Q1 		$703K Buy
20,095
+991
+5% +$33.1K 0.41% 45
2018
Q4 		$569K Buy
19,104
+13,019
+214% +$430K 0.37% 47
2018
Q3 		$232K Buy
6,085
+85
+1% +$3.07K 0.15% 114
2018
Q2 		$193K Buy
6,000
+1,186
+25% +$37.7K 0.13% 127
2018
Q1 		$154K Buy
4,814
+359
+8% +$12.2K 0.11% 149
2017
Q4 		$143K Buy
4,455
+1,686
+61% +$54.9K 0.1% 158
2017
Q3 		$92.4K Buy
2,769
+919
+50% +$30.2K 0.07% 200
2017
Q2 		$61.7K Buy
1,850
+664
+56% +$20.8K 0.05% 234
2017
Q1 		$35.2K Buy
1,186
+486
+69% +$14.6K 0.03% 334
2016
Q4 		$18.9K Hold
700
– – 0.02% 515
2016
Q3 		$17.9K Hold
700
– – 0.02% 492
2016
Q2 		$17.2K Hold
700
– – 0.02% 487
2016
Q1 		$19.6K Buy
+700
New +$18.5K 0.02% 444

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sutton Wealth Advisors's BX Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Blackstone (BX) stake by 4.3% in Q3 2023, buying an estimated $122K and bringing the position to 28,176 shares worth $3.02M. The position accounts for 1.48% of the portfolio, ranked #17.

Sutton Wealth Advisors first reported a position in BX in Q1 2016 and has held it in 31 quarters since. The position peaked at $3.23M in Q4 2021. 1,669 funds tracked by Wall St. Rank hold BX as of Q3 2023.

  • Sutton Wealth Advisors held 28,176 shares of Blackstone worth $3.02M as of Q3 2023.
  • Sutton Wealth Advisors bought 1,170 Blackstone shares in Q3 2023, an estimated $122K.
  • Blackstone made up 1.48% of Sutton Wealth Advisors's portfolio in Q3 2023, its #17 holding.
  • Sutton Wealth Advisors first reported a position in Blackstone in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Blackstone position peaked at $3.23M in Q4 2021.
  • 1,669 funds tracked by Wall St. Rank held Blackstone as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.