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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sweet Financial Partners's BX Position: Q3 2024 in Review

Sweet Financial Partners increased its Blackstone (BX) stake by 0.02% in Q3 2024, buying an estimated $139 and bringing the position to 4,157 shares worth $637K. The position accounts for 0.14% of the portfolio, ranked #112.

Sweet Financial Partners first reported a position in BX in Q4 2021 and has held it in 12 quarters since. The position peaked at $906K in Q1 2022. 1,947 funds tracked by Wall St. Rank hold BX as of Q3 2024.

Sweet Financial Partners held 4,157 shares of Blackstone worth $637K as of Q3 2024.
Sweet Financial Partners bought 1 Blackstone share in Q3 2024, an estimated $139.
Blackstone made up 0.14% of Sweet Financial Partners's portfolio in Q3 2024, its #112 holding.
Sweet Financial Partners first reported a position in Blackstone in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's Blackstone position peaked at $906K in Q1 2022.
1,947 funds tracked by Wall St. Rank held Blackstone as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.