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UBP Investment Advisors’s Blackstone BX Stock Holding History

UBP Investment Advisors’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
2022
Q3 		$620K Hold
7,375
– – 0.32% 53
2022
Q2 		$670K Sell
7,375
-18,617
-72% -$2.01M 0.27% 60
2022
Q1 		$1.01M Buy
25,992
+18,617
+252% +$2.27M 0.38% 53
2021
Q4 		$950K Buy
+7,375
New +$983K 0.35% 56

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBP Investment Advisors's BX Position: Q3 2022 in Review

UBP Investment Advisors held its Blackstone (BX) position steady in Q3 2022 at 7,375 shares worth $620K. The position accounts for 0.32% of the portfolio, ranked #53.

UBP Investment Advisors first reported a position in BX in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.01M in Q1 2022. 1,539 funds tracked by Wall St. Rank hold BX as of Q3 2022.

  • UBP Investment Advisors held 7,375 shares of Blackstone worth $620K as of Q3 2022.
  • UBP Investment Advisors left its Blackstone share count unchanged in Q3 2022.
  • Blackstone made up 0.32% of UBP Investment Advisors's portfolio in Q3 2022, its #53 holding.
  • UBP Investment Advisors first reported a position in Blackstone in Q4 2021 and has held it in 4 quarters since.
  • UBP Investment Advisors's Blackstone position peaked at $1.01M in Q1 2022.
  • 1,539 funds tracked by Wall St. Rank held Blackstone as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.