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USA Financial Formulas’s Blackstone BX Stock Holding History

USA Financial Formulas’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
-1,024
Closed -$177K – 287
2024
Q4 		$177K Buy
+1,024
New +$178K 0.03% 176
2022
Q1 		– Sell
-2,835
Closed -$367K – 362
2021
Q4 		$367K Buy
+2,835
New +$378K 0.31% 76

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

USA Financial Formulas's BX Position: Q1 2025 in Review

USA Financial Formulas sold out of Blackstone (BX) in Q1 2025, closing a stake of 1,024 shares — an estimated $177K sold.

USA Financial Formulas first reported a position in BX in Q4 2021 and held it in 2 quarters. The position peaked at $367K in Q4 2021. 2,097 funds tracked by Wall St. Rank hold BX as of Q1 2025.

  • USA Financial Formulas reported no remaining Blackstone position as of Q1 2025 after selling out during the quarter.
  • USA Financial Formulas sold 1,024 Blackstone shares in Q1 2025, an estimated $177K.
  • USA Financial Formulas first reported a position in Blackstone in Q4 2021 and held it in 2 quarters.
  • USA Financial Formulas's Blackstone position peaked at $367K in Q4 2021.
  • 2,097 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on USA Financial Formulas's 13F filing for Q1 2025, filed 15 Apr 2025.