West Michigan Advisors’s Blackstone BX Stock Holding History

West Michigan 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	-532	Closed	-$57K	–	158
2023 Q3	$57K	Buy	+532	New	+$55.4K	0.03%	146

Other funds holding BX

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

West Michigan Advisors's BX Position: Q4 2023 in Review

West Michigan Advisors sold out of Blackstone (BX) in Q4 2023, closing a stake of 532 shares — an estimated $57K sold.

West Michigan Advisors first reported a position in BX in Q3 2023 and held it in 1 quarter. The position peaked at $57K in Q3 2023. 1,809 funds tracked by Wall St. Rank hold BX as of Q4 2023.

West Michigan Advisors reported no remaining Blackstone position as of Q4 2023 after selling out during the quarter.
West Michigan Advisors sold 532 Blackstone shares in Q4 2023, an estimated $57K.
West Michigan Advisors first reported a position in Blackstone in Q3 2023 and held it in 1 quarter.
West Michigan Advisors's Blackstone position peaked at $57K in Q3 2023.
1,809 funds tracked by Wall St. Rank held Blackstone as of Q4 2023.

Based on West Michigan Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.