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TRUADVICE’s Blackstone BX Stock Holding History

TRUADVICE’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 		$247K Hold
2,500
– – 0.1% 200
2023
Q2 		$251K Hold
2,500
– – 0.09% 216
2023
Q1 		$223K Hold
2,500
– – 0.09% 238
2022
Q4 		$215K Buy
+2,500
New +$216K 0.11% 152

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

TRUADVICE's BX Position: Q3 2023 in Review

TRUADVICE held its Blackstone (BX) position steady in Q3 2023 at 2,500 shares worth $247K. The position accounts for 0.1% of the portfolio, ranked #200.

TRUADVICE first reported a position in BX in Q4 2022 and has held it in 4 quarters since. The position peaked at $251K in Q2 2023. 1,668 funds tracked by Wall St. Rank hold BX as of Q3 2023.

  • TRUADVICE held 2,500 shares of Blackstone worth $247K as of Q3 2023.
  • TRUADVICE left its Blackstone share count unchanged in Q3 2023.
  • Blackstone made up 0.1% of TRUADVICE's portfolio in Q3 2023, its #200 holding.
  • TRUADVICE first reported a position in Blackstone in Q4 2022 and has held it in 4 quarters since.
  • TRUADVICE's Blackstone position peaked at $251K in Q2 2023.
  • 1,668 funds tracked by Wall St. Rank held Blackstone as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.