V Wealth Advisors’s Blackstone BX Stock Holding History

V Wealth 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
2023 Q3	–	Sell	-4,858	Closed	-$452K	–	147
2023 Q2	$452K	Sell	4,858 -75	-2%	-$6.48K	0.08%	215
2023 Q1	$433K	Buy	4,933 +129	+3%	+$11.4K	0.08%	218
2022 Q4	$356K	Sell	4,804 -40	-0.8%	-$3.45K	0.07%	252
2022 Q3	$405K	Buy	4,844 +64	+1%	+$6.2K	0.08%	231
2022 Q2	$436K	Buy	4,780 +240	+5%	+$25.9K	0.08%	238
2022 Q1	$576K	Buy	4,540 +81	+2%	+$9.88K	0.09%	216
2021 Q4	$577K	Buy	4,459 +108	+2%	+$14.4K	0.08%	235
2021 Q3	$506K	Buy	4,351 +205	+5%	+$23.8K	0.08%	265
2021 Q2	$404K	Buy	4,146 +470	+13%	+$41.7K	0.06%	315
2021 Q1	$274K	Buy	3,676 +121	+3%	+$8.35K	0.05%	346
2020 Q4	$230K	Buy	+3,555	New	+$207K	0.05%	339
2017 Q3	–	Sell	-900	Closed	-$30K	–	260
2017 Q2	$30K	Buy	+900	New	+$28.2K	0.01%	390

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

V Wealth Advisors's BX Position: Q3 2023 in Review

V Wealth Advisors sold out of Blackstone (BX) in Q3 2023, closing a stake of 4,858 shares — an estimated $452K sold.

V Wealth Advisors first reported a position in BX in Q2 2017 and held it in 12 quarters. The position peaked at $577K in Q4 2021. 1,668 funds tracked by Wall St. Rank hold BX as of Q3 2023.

V Wealth Advisors reported no remaining Blackstone position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 4,858 Blackstone shares in Q3 2023, an estimated $452K.
V Wealth Advisors first reported a position in Blackstone in Q2 2017 and held it in 12 quarters.
V Wealth Advisors's Blackstone position peaked at $577K in Q4 2021.
1,668 funds tracked by Wall St. Rank held Blackstone as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.