Traverso Chambers Private Wealth Management’s Blackstone BX Stock Holding History

Traverso Chambers Private 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
2023 Q4	$1.72M	Sell	13,145 -66	-0.5%	-$7.14K	0.42%	37
2023 Q3	$1.42M	Buy	13,211 +101	+0.8%	+$10.5K	0.38%	40
2023 Q2	$1.22M	Sell	13,110 -74	-0.6%	-$6.39K	0.32%	42
2023 Q1	$1.16M	Buy	13,184 +1	+0%	+$88	0.32%	43
2022 Q4	$978K	Buy	13,183 +99	+0.8%	+$8.55K	0.28%	45
2022 Q3	$1.09M	Buy	13,084 +465	+4%	+$45K	0.34%	44
2022 Q2	$1.15M	Buy	12,619 +576	+5%	+$62.2K	0.38%	38
2022 Q1	$1.53M	Sell	12,043 -57	-0.5%	-$6.95K	0.46%	36
2021 Q4	$1.57M	Buy	12,100 +142	+1%	+$18.9K	0.46%	33
2021 Q3	$1.39M	Sell	11,958 -139	-1%	-$16.1K	0.43%	32
2021 Q2	$1.18M	Buy	12,097 +698	+6%	+$62K	0.37%	38
2021 Q1	$850K	Buy	11,399 +207	+2%	+$14.3K	0.29%	47
2020 Q4	$725K	Sell	11,192 -66	-0.6%	-$3.84K	0.26%	48
2020 Q3	$588K	Buy	11,258 +675	+6%	+$36.1K	0.23%	54
2020 Q2	$600K	Buy	10,583 +513	+5%	+$27K	0.25%	52
2020 Q1	$459K	Buy	10,070 +277	+3%	+$15.3K	0.22%	56
2019 Q4	$548K	Sell	9,793 -530	-5%	-$27.5K	0.23%	54
2019 Q3	$504K	Buy	10,323 +226	+2%	+$11K	0.24%	56
2019 Q2	$478K	Buy	+10,097	New	+$403K	0.23%	54

Other funds holding BX

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

Traverso Chambers Private Wealth Management's BX Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management reduced its Blackstone (BX) stake by 0.5% in Q4 2023, selling an estimated $7.14K and leaving 13,145 shares worth $1.72M. The position accounts for 0.42% of the portfolio, ranked #37.

Traverso Chambers Private Wealth Management first reported a position in BX in Q2 2019 and has held it in 19 quarters since. 1,809 funds tracked by Wall St. Rank hold BX as of Q4 2023.

Traverso Chambers Private Wealth Management held 13,145 shares of Blackstone worth $1.72M as of Q4 2023.
Traverso Chambers Private Wealth Management sold 66 Blackstone shares in Q4 2023, an estimated $7.14K.
Blackstone made up 0.42% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #37 holding.
Traverso Chambers Private Wealth Management first reported a position in Blackstone in Q2 2019 and has held it in 19 quarters since.
1,809 funds tracked by Wall St. Rank held Blackstone as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.