Wealth Management Solutions’s Blackstone BX Stock Holding History

Wealth Management Solutions’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	$522K	Buy	4,871 +17	+0.4%	+$1.77K	0.36%	36
2023 Q2	$451K	Buy	4,854 +257	+6%	+$22.2K	0.29%	45
2023 Q1	$404K	Buy	4,597 +204	+5%	+$18K	0.23%	51
2022 Q4	$326K	Buy	4,393 +827	+23%	+$71.4K	0.17%	69
2022 Q3	$298K	Sell	3,566 -129	-3%	-$12.5K	0.17%	58
2022 Q2	$337K	Sell	3,695 -895	-19%	-$96.7K	0.19%	58
2022 Q1	$583K	Sell	4,590 -1,075	-19%	-$131K	0.3%	47
2021 Q4	$733K	Buy	+5,665	New	+$755K	0.38%	46

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

Wealth Management Solutions's BX Position: Q3 2023 in Review

Wealth Management Solutions increased its Blackstone (BX) stake by 0.35% in Q3 2023, buying an estimated $1.77K and bringing the position to 4,871 shares worth $522K. The position accounts for 0.36% of the portfolio, ranked #36.

Wealth Management Solutions first reported a position in BX in Q4 2021 and has held it in 8 quarters since. The position peaked at $733K in Q4 2021. 1,669 funds tracked by Wall St. Rank hold BX as of Q3 2023.

Wealth Management Solutions held 4,871 shares of Blackstone worth $522K as of Q3 2023.
Wealth Management Solutions bought 17 Blackstone shares in Q3 2023, an estimated $1.77K.
Blackstone made up 0.36% of Wealth Management Solutions's portfolio in Q3 2023, its #36 holding.
Wealth Management Solutions first reported a position in Blackstone in Q4 2021 and has held it in 8 quarters since.
Wealth Management Solutions's Blackstone position peaked at $733K in Q4 2021.
1,669 funds tracked by Wall St. Rank held Blackstone as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.