SFP
BX icon

Sweet Financial Partners’s Blackstone BX Stock Holding History

Sweet Financial Partners’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 		$637K Buy
4,157
+1
+0% +$139 0.14% 112
2024
Q2 		$515K Buy
4,156
+1
+0% +$123 0.12% 119
2024
Q1 		$546K Buy
4,155
+2
+0% +$250 0.13% 121
2023
Q4 		$544K Buy
4,153
+1
+0% +$108 0.13% 112
2023
Q3 		$445K Buy
4,152
+2
+0% +$208 0.12% 113
2023
Q2 		$386K Sell
4,150
-1
-0% -$86 0.1% 122
2023
Q1 		$365K Hold
4,151
– – 0.1% 122
2022
Q4 		$308K Sell
4,151
-153
-4% -$13.2K 0.09% 134
2022
Q3 		$360K Sell
4,304
-4,299
-50% -$416K 0.11% 114
2022
Q2 		$785K Buy
8,603
+1,468
+21% +$159K 0.25% 59
2022
Q1 		$906K Buy
7,135
+3,185
+81% +$388K 0.24% 54
2021
Q4 		$511K Buy
+3,950
New +$527K 0.21% 69

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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