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Vident Investment Advisory’s Blackstone BX Stock Holding History

Vident Investment Advisory’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
-6,085
Closed -$566K – 162
2023
Q2 		$566K Sell
6,085
-9,326
-61% -$806K 0.02% 652
2023
Q1 		$1.35M Buy
15,411
+5,843
+61% +$516K 0.04% 457
2022
Q4 		$710K Buy
+9,568
New +$826K 0.03% 591
2022
Q3 		– Sell
-4,200
Closed -$380K – 1145
2022
Q2 		$380K Buy
+4,200
New +$454K 0.01% 935
2021
Q4 		– Sell
-4,588
Closed -$533K – 1207
2021
Q3 		$533K Buy
+4,588
New +$532K 0.02% 858

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vident Investment Advisory's BX Position: Q3 2023 in Review

Vident Investment Advisory sold out of Blackstone (BX) in Q3 2023, closing a stake of 6,085 shares — an estimated $566K sold.

Vident Investment Advisory first reported a position in BX in Q3 2021 and held it in 5 quarters. The position peaked at $1.35M in Q1 2023. 1,668 funds tracked by Wall St. Rank hold BX as of Q3 2023.

  • Vident Investment Advisory reported no remaining Blackstone position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 6,085 Blackstone shares in Q3 2023, an estimated $566K.
  • Vident Investment Advisory first reported a position in Blackstone in Q3 2021 and held it in 5 quarters.
  • Vident Investment Advisory's Blackstone position peaked at $1.35M in Q1 2023.
  • 1,668 funds tracked by Wall St. Rank held Blackstone as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.