WESPAC Advisors SoCal’s Blackstone BX Stock Holding History

WESPAC Advisors SoCal’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
2025 Q4	–	Sell	-7,383	Closed	-$1.26M	–	112
2025 Q3	$1.26M	Sell	7,383 -409	-5%	-$70.1K	0.26%	67
2025 Q2	$1.17M	Buy	7,792 +2,010	+35%	+$276K	0.26%	67
2025 Q1	$808K	Buy	+5,782	New	+$939K	0.21%	65
2019 Q2	–	Sell	-288	Closed	-$10K	–	114
2019 Q1	$10K	Sell	288 -225	-44%	-$7.51K	0.01%	230
2018 Q4	$15K	Buy	513 +213	+71%	+$7.04K	0.01%	204
2018 Q3	$11K	Buy	+300	New	+$10.8K	0.01%	228
2017 Q1	–	Sell	-500	Closed	-$13.5K	–	251
2016 Q4	$13.5K	Hold	500	–	–	0.01%	171
2016 Q3	$12.8K	Hold	500	–	–	0.01%	178
2016 Q2	$12.3K	Hold	500	–	–	0.01%	190
2016 Q1	$14K	Hold	500	–	–	0.01%	179
2015 Q4	$14K	Buy	+500	New	+$15.9K	0.01%	175

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM