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WealthSource Partners’s Blackstone BX Stock Holding History

WealthSource Partners’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
2020
Q3 		– Sell
-200
Closed -$5K – 368
2020
Q2 		$5K Hold
200
– – ﹤0.01% 344
2020
Q1 		$4K Buy
+200
New +$11.1K ﹤0.01% 343

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

WealthSource Partners's BX Position: Q4 2023 in Review

WealthSource Partners reduced its Blackstone (BX) stake by 42% in Q4 2023, selling an estimated $151K and leaving 1,903 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #445.

WealthSource Partners first reported a position in BX in Q1 2018 and has held it in 24 quarters since. The position peaked at $4.2M in Q1 2022. 1,810 funds tracked by Wall St. Rank hold BX as of Q4 2023.

  • WealthSource Partners held 1,903 shares of Blackstone worth $249K as of Q4 2023.
  • WealthSource Partners sold 1,396 Blackstone shares in Q4 2023, an estimated $151K.
  • Blackstone made up 0.02% of WealthSource Partners's portfolio in Q4 2023, its #445 holding.
  • WealthSource Partners first reported a position in Blackstone in Q1 2018 and has held it in 24 quarters since.
  • WealthSource Partners's Blackstone position peaked at $4.2M in Q1 2022.
  • 1,810 funds tracked by Wall St. Rank held Blackstone as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.