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TD Ameritrade Investment Management’s Blackstone BX Stock Holding History

TD Ameritrade Investment Management’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 		– Sell
-34
Closed -$3K – 64
2023
Q2 		$3K Sell
34
-22
-39% -$1.9K ﹤0.01% 422
2023
Q1 		$5K Buy
+56
New +$4.95K ﹤0.01% 425

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

TD Ameritrade Investment Management's BX Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Blackstone (BX) in Q3 2023, closing a stake of 34 shares — an estimated $3K sold.

TD Ameritrade Investment Management first reported a position in BX in Q1 2023 and held it in 2 quarters. The position peaked at $5K in Q1 2023. 1,669 funds tracked by Wall St. Rank hold BX as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Blackstone position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 34 Blackstone shares in Q3 2023, an estimated $3K.
  • TD Ameritrade Investment Management first reported a position in Blackstone in Q1 2023 and held it in 2 quarters.
  • TD Ameritrade Investment Management's Blackstone position peaked at $5K in Q1 2023.
  • 1,669 funds tracked by Wall St. Rank held Blackstone as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.