US Financial Advisors’s Blackstone BX Stock Holding History

US Financial 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 Q4	–	Sell	-2,609	Closed	-$218K	–	75
2022 Q3	$218K	Buy	2,609 +15	+0.6%	+$1.45K	0.12%	57
2022 Q2	$237K	Sell	2,594 -2,593	-50%	-$280K	0.13%	51
2022 Q1	$658K	Hold	5,187	–	–	0.32%	30
2021 Q4	$671K	Hold	5,187	–	–	0.31%	30
2021 Q3	$603K	Hold	5,187	–	–	0.3%	31
2021 Q2	$504K	Sell	5,187 -6,000	-54%	-$533K	0.25%	34
2021 Q1	$834K	Hold	11,187	–	–	0.23%	59
2020 Q4	$725K	Buy	+11,187	New	+$651K	0.22%	56
2016 Q2	–	Sell	-400	Closed	-$11K	–	91
2016 Q1	$11K	Sell	400 -1,200	-75%	-$31.7K	0.02%	203
2015 Q4	$47K	Sell	1,600 -30	-2%	-$956	0.04%	145
2015 Q3	$51K	Hold	1,630	–	–	0.08%	102
2015 Q2	$65K	Buy	+1,630	New	+$67K	0.06%	90

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

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

CSA

Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return

US Financial Advisors's BX Position: Q4 2022 in Review

US Financial Advisors sold out of Blackstone (BX) in Q4 2022, closing a stake of 2,609 shares — an estimated $218K sold.

US Financial Advisors first reported a position in BX in Q2 2015 and held it in 12 quarters. The position peaked at $834K in Q1 2021. 1,556 funds tracked by Wall St. Rank hold BX as of Q4 2022.

US Financial Advisors reported no remaining Blackstone position as of Q4 2022 after selling out during the quarter.
US Financial Advisors sold 2,609 Blackstone shares in Q4 2022, an estimated $218K.
US Financial Advisors first reported a position in Blackstone in Q2 2015 and held it in 12 quarters.
US Financial Advisors's Blackstone position peaked at $834K in Q1 2021.
1,556 funds tracked by Wall St. Rank held Blackstone as of Q4 2022.

Based on US Financial Advisors's 13F filing for Q4 2022, filed 26 Jan 2023.