United Asset Strategies’s Blackstone BX Stock Holding History

United Asset Strategies’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 Q2	–	Sell	-1,639	Closed	-$208K	–	210
2022 Q1	$208K	Buy	1,639 +58	+4%	+$7.07K	0.03%	198
2021 Q4	$205K	Sell	1,581 -1,994	-56%	-$266K	0.02%	197
2021 Q3	$416K	Buy	3,575 +6	+0.2%	+$696	0.05%	156
2021 Q2	$347K	Buy	3,569 +8	+0.2%	+$710	0.05%	169
2021 Q1	$265K	Sell	3,561 -189	-5%	-$13K	0.04%	180
2020 Q4	$243K	Buy	+3,750	New	+$218K	0.04%	186
2017 Q4	–	Sell	-6,169	Closed	-$206K	–	196
2017 Q3	$206K	Buy	+6,169	New	+$203K	0.12%	120

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

United Asset Strategies's BX Position: Q2 2022 in Review

United Asset Strategies sold out of Blackstone (BX) in Q2 2022, closing a stake of 1,639 shares — an estimated $208K sold.

United Asset Strategies first reported a position in BX in Q3 2017 and held it in 7 quarters. The position peaked at $416K in Q3 2021. 1,593 funds tracked by Wall St. Rank hold BX as of Q2 2022.

United Asset Strategies reported no remaining Blackstone position as of Q2 2022 after selling out during the quarter.
United Asset Strategies sold 1,639 Blackstone shares in Q2 2022, an estimated $208K.
United Asset Strategies first reported a position in Blackstone in Q3 2017 and held it in 7 quarters.
United Asset Strategies's Blackstone position peaked at $416K in Q3 2021.
1,593 funds tracked by Wall St. Rank held Blackstone as of Q2 2022.

Based on United Asset Strategies's 13F filing for Q2 2022, filed 15 Aug 2022.