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SYSTM Wealth Solutions’s Blackstone BX Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-2,975
Closed -$391K – 710
2024
Q1 		$391K Sell
2,975
-138
-4% -$17.2K 0.05% 309
2023
Q4 		$408K Buy
3,113
+22
+0.7% +$2.38K 0.06% 291
2023
Q3 		$331K Sell
3,091
-173
-5% -$18K 0.05% 346
2023
Q2 		$303K Buy
3,264
+137
+4% +$11.8K 0.04% 388
2023
Q1 		$275K Sell
3,127
-1,114
-26% -$98.4K 0.04% 392
2022
Q4 		$315K Buy
+4,241
New +$366K 0.04% 424

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
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
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

SYSTM Wealth Solutions's BX Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Blackstone (BX) in Q2 2024, closing a stake of 2,975 shares — an estimated $391K sold.

SYSTM Wealth Solutions first reported a position in BX in Q4 2022 and held it in 6 quarters. The position peaked at $408K in Q4 2023. 1,860 funds tracked by Wall St. Rank hold BX as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Blackstone position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 2,975 Blackstone shares in Q2 2024, an estimated $391K.
  • SYSTM Wealth Solutions first reported a position in Blackstone in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Blackstone position peaked at $408K in Q4 2023.
  • 1,860 funds tracked by Wall St. Rank held Blackstone as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.