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United Bank (Virginia)’s Blackstone BX Stock Holding History

United Bank (Virginia)’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
Q2 		– Sell
-2,700
Closed -$237K – 158
2023
Q1 		$237K Hold
2,700
– – 0.03% 142
2022
Q4 		$200K Sell
2,700
-60
-2% -$5.18K 0.03% 151
2022
Q3 		$231K Sell
2,760
-40
-1% -$3.87K 0.04% 141
2022
Q2 		$255K Buy
2,800
+100
+4% +$10.8K 0.04% 131
2022
Q1 		$343K Hold
2,700
– – 0.05% 121
2021
Q4 		$349K Hold
2,700
– – 0.04% 132
2021
Q3 		$314K Hold
2,700
– – 0.04% 136
2021
Q2 		$262K Hold
2,700
– – 0.04% 148
2021
Q1 		$201K Sell
2,700
-523
-16% -$36.1K 0.03% 172
2020
Q4 		$209K Buy
+3,223
New +$188K 0.03% 156

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
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Bank (Virginia)'s BX Position: Q2 2023 in Review

United Bank (Virginia) sold out of Blackstone (BX) in Q2 2023, closing a stake of 2,700 shares — an estimated $237K sold.

United Bank (Virginia) first reported a position in BX in Q4 2020 and held it in 10 quarters. The position peaked at $349K in Q4 2021. 1,584 funds tracked by Wall St. Rank hold BX as of Q2 2023.

  • United Bank (Virginia) reported no remaining Blackstone position as of Q2 2023 after selling out during the quarter.
  • United Bank (Virginia) sold 2,700 Blackstone shares in Q2 2023, an estimated $237K.
  • United Bank (Virginia) first reported a position in Blackstone in Q4 2020 and held it in 10 quarters.
  • United Bank (Virginia)'s Blackstone position peaked at $349K in Q4 2021.
  • 1,584 funds tracked by Wall St. Rank held Blackstone as of Q2 2023.

Based on United Bank (Virginia)'s 13F filing for Q2 2023, filed 3 Aug 2023.