Total Clarity Wealth Management’s Blackstone BX Stock Holding History

Total Clarity Wealth 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
2024 Q2	–	Sell	-4,929	Closed	-$648K	–	259
2024 Q1	$648K	Hold	4,929	–	–	0.23%	117
2023 Q4	$645K	Hold	4,929	–	–	0.26%	108
2023 Q3	$528K	Sell	4,929 -300	-6%	-$31.2K	0.25%	106
2023 Q2	$486K	Buy	+5,229	New	+$452K	0.24%	105
2022 Q4	–	Sell	-5,170	Closed	-$433K	–	230
2022 Q3	$433K	Sell	5,170 -37	-0.7%	-$3.58K	0.27%	104
2022 Q2	$475K	Sell	5,207 -65	-1%	-$7.02K	0.25%	99
2022 Q1	$669K	Sell	5,272 -98	-2%	-$12K	0.37%	73
2021 Q4	$695K	Buy	5,370 +200	+4%	+$26.7K	0.32%	82
2021 Q3	$601K	Buy	+5,170	New	+$600K	0.29%	89

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Total Clarity Wealth Management's BX Position: Q2 2024 in Review

Total Clarity Wealth Management sold out of Blackstone (BX) in Q2 2024, closing a stake of 4,929 shares — an estimated $648K sold.

Total Clarity Wealth Management first reported a position in BX in Q3 2021 and held it in 9 quarters. The position peaked at $695K in Q4 2021. 1,860 funds tracked by Wall St. Rank hold BX as of Q2 2024.

Total Clarity Wealth Management reported no remaining Blackstone position as of Q2 2024 after selling out during the quarter.
Total Clarity Wealth Management sold 4,929 Blackstone shares in Q2 2024, an estimated $648K.
Total Clarity Wealth Management first reported a position in Blackstone in Q3 2021 and held it in 9 quarters.
Total Clarity Wealth Management's Blackstone position peaked at $695K in Q4 2021.
1,860 funds tracked by Wall St. Rank held Blackstone as of Q2 2024.

Based on Total Clarity Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.