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Wealthstar Advisors’s Blackstone BX Stock Holding History

Wealthstar 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
Q4 		– Sell
-4,537
Closed -$486K – 127
2023
Q3 		$486K Buy
+4,537
New +$472K 0.19% 58
2021
Q4 		– Sell
-26,448
Closed -$3.08M – 90
2021
Q3 		$3.08M Buy
+26,448
New +$3.07M 0.93% 21

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

Wealthstar Advisors's BX Position: Q4 2023 in Review

Wealthstar Advisors sold out of Blackstone (BX) in Q4 2023, closing a stake of 4,537 shares — an estimated $486K sold.

Wealthstar Advisors first reported a position in BX in Q3 2021 and held it in 2 quarters. The position peaked at $3.08M in Q3 2021. 1,809 funds tracked by Wall St. Rank hold BX as of Q4 2023.

  • Wealthstar Advisors reported no remaining Blackstone position as of Q4 2023 after selling out during the quarter.
  • Wealthstar Advisors sold 4,537 Blackstone shares in Q4 2023, an estimated $486K.
  • Wealthstar Advisors first reported a position in Blackstone in Q3 2021 and held it in 2 quarters.
  • Wealthstar Advisors's Blackstone position peaked at $3.08M in Q3 2021.
  • 1,809 funds tracked by Wall St. Rank held Blackstone as of Q4 2023.

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