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Tiedemann Advisors’s Blackstone BX Stock Holding History

Tiedemann 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
Q3 		$976K Buy
9,028
+211
+2% +$22K 0.04% 122
2023
Q2 		$820K Buy
8,817
+2
+0% +$173 0.03% 130
2023
Q1 		$774K Buy
+8,815
New +$779K 0.04% 127
2020
Q3 		– Sell
-5,702
Closed -$323K – 320
2020
Q2 		$323K Buy
5,702
+302
+6% +$15.9K 0.02% 244
2020
Q1 		$246K Buy
+5,400
New +$299K 0.02% 257

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

Tiedemann Advisors's BX Position: Q3 2023 in Review

Tiedemann Advisors increased its Blackstone (BX) stake by 2.4% in Q3 2023, buying an estimated $22K and bringing the position to 9,028 shares worth $976K. The position accounts for 0.04% of the portfolio, ranked #122.

Tiedemann Advisors first reported a position in BX in Q1 2020 and has held it in 5 quarters since. 1,668 funds tracked by Wall St. Rank hold BX as of Q3 2023.

  • Tiedemann Advisors held 9,028 shares of Blackstone worth $976K as of Q3 2023.
  • Tiedemann Advisors bought 211 Blackstone shares in Q3 2023, an estimated $22K.
  • Blackstone made up 0.04% of Tiedemann Advisors's portfolio in Q3 2023, its #122 holding.
  • Tiedemann Advisors first reported a position in Blackstone in Q1 2020 and has held it in 5 quarters since.
  • 1,668 funds tracked by Wall St. Rank held Blackstone as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.