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Tilia Fiduciary Partners’s Blackstone BX Stock Holding History

Tilia Fiduciary Partners’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
-250
Closed -$23.2K – 148
2023
Q2 		$23.2K Sell
250
-44
-15% -$3.8K 0.02% 285
2023
Q1 		$25.8K Hold
294
– – 0.02% 271
2022
Q4 		$21.8K Sell
294
-60
-17% -$5.18K 0.02% 278
2022
Q3 		$30K Hold
354
– – 0.03% 242
2022
Q2 		$33K Buy
+354
New +$38.2K 0.03% 246

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

Tilia Fiduciary Partners's BX Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Blackstone (BX) in Q3 2023, closing a stake of 250 shares — an estimated $23.2K sold.

Tilia Fiduciary Partners first reported a position in BX in Q2 2022 and held it in 5 quarters. The position peaked at $33K in Q2 2022. 1,669 funds tracked by Wall St. Rank hold BX as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Blackstone position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 250 Blackstone shares in Q3 2023, an estimated $23.2K.
  • Tilia Fiduciary Partners first reported a position in Blackstone in Q2 2022 and held it in 5 quarters.
  • Tilia Fiduciary Partners's Blackstone position peaked at $33K in Q2 2022.
  • 1,669 funds tracked by Wall St. Rank held Blackstone as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.