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Thomas J. Herzfeld Advisors’s Blackstone BX Stock Holding History

Thomas J. Herzfeld 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
2023
Q4 		– Sell
-48
Closed -$5.14K – 188
2023
Q3 		$5.14K Hold
48
– – ﹤0.01% 242
2023
Q2 		$4.46K Hold
48
– – ﹤0.01% 264
2023
Q1 		$4.22K Hold
48
– – ﹤0.01% 253
2022
Q4 		$3.56K Buy
+48
New +$4.14K ﹤0.01% 268

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Thomas J. Herzfeld Advisors's BX Position: Q4 2023 in Review

Thomas J. Herzfeld Advisors sold out of Blackstone (BX) in Q4 2023, closing a stake of 48 shares — an estimated $5.14K sold.

Thomas J. Herzfeld Advisors first reported a position in BX in Q4 2022 and held it in 4 quarters. The position peaked at $5.14K in Q3 2023. 1,809 funds tracked by Wall St. Rank hold BX as of Q4 2023.

  • Thomas J. Herzfeld Advisors reported no remaining Blackstone position as of Q4 2023 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 48 Blackstone shares in Q4 2023, an estimated $5.14K.
  • Thomas J. Herzfeld Advisors first reported a position in Blackstone in Q4 2022 and held it in 4 quarters.
  • Thomas J. Herzfeld Advisors's Blackstone position peaked at $5.14K in Q3 2023.
  • 1,809 funds tracked by Wall St. Rank held Blackstone as of Q4 2023.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.