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Teamwork Financial Advisors’s Blackstone BX Stock Holding History

Teamwork Financial 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
2024
Q2 		– Sell
-1,840
Closed -$242K – 149
2024
Q1 		$242K Sell
1,840
-316
-15% -$39.5K 0.04% 165
2023
Q4 		$282K Sell
2,156
-297
-12% -$32.1K 0.05% 149
2023
Q3 		$263K Buy
2,453
+155
+7% +$16.1K 0.04% 169
2023
Q2 		$214K Buy
+2,298
New +$199K 0.03% 183
2022
Q4 		– Sell
-9,031
Closed -$756K – 195
2022
Q3 		$756K Sell
9,031
-2,874
-24% -$278K 0.16% 91
2022
Q2 		$1.09M Buy
+11,905
New +$1.29M 0.24% 77

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

Teamwork Financial Advisors's BX Position: Q2 2024 in Review

Teamwork Financial Advisors sold out of Blackstone (BX) in Q2 2024, closing a stake of 1,840 shares — an estimated $242K sold.

Teamwork Financial Advisors first reported a position in BX in Q2 2022 and held it in 6 quarters. The position peaked at $1.09M in Q2 2022. 1,860 funds tracked by Wall St. Rank hold BX as of Q2 2024.

  • Teamwork Financial Advisors reported no remaining Blackstone position as of Q2 2024 after selling out during the quarter.
  • Teamwork Financial Advisors sold 1,840 Blackstone shares in Q2 2024, an estimated $242K.
  • Teamwork Financial Advisors first reported a position in Blackstone in Q2 2022 and held it in 6 quarters.
  • Teamwork Financial Advisors's Blackstone position peaked at $1.09M in Q2 2022.
  • 1,860 funds tracked by Wall St. Rank held Blackstone as of Q2 2024.

Based on Teamwork Financial Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.