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TruNorth Capital Management’s Blackstone BX Stock Holding History

TruNorth Capital 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
2025
Q1 		– Sell
-2,400
Closed -$414K – 437
2024
Q4 		$414K Buy
+2,400
New +$418K 0.11% 47

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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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

TruNorth Capital Management's BX Position: Q1 2025 in Review

TruNorth Capital Management sold out of Blackstone (BX) in Q1 2025, closing a stake of 2,400 shares — an estimated $414K sold.

TruNorth Capital Management first reported a position in BX in Q4 2024 and held it in 1 quarter. The position peaked at $414K in Q4 2024. 2,087 funds tracked by Wall St. Rank hold BX as of Q1 2025.

  • TruNorth Capital Management reported no remaining Blackstone position as of Q1 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 2,400 Blackstone shares in Q1 2025, an estimated $414K.
  • TruNorth Capital Management first reported a position in Blackstone in Q4 2024 and held it in 1 quarter.
  • TruNorth Capital Management's Blackstone position peaked at $414K in Q4 2024.
  • 2,087 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on TruNorth Capital Management's 13F filing for Q1 2025, filed 1 May 2025.