Waddell & Associates’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,940
Closed -$778K 146
2023
Q4
$778K Sell
5,940
-18
-0.3% -$2.36K 0.1% 59
2023
Q3
$638K Hold
5,958
0.09% 67
2023
Q2
$554K Sell
5,958
-88
-1% -$8.18K 0.08% 71
2023
Q1
$531K Buy
+6,046
New +$531K 0.08% 78