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Wetzel Investment Advisors’s Blackstone BX Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-71
Closed -$9.33K – 229
2024
Q2 		$9.33K Hold
71
– – 0.01% 476
2024
Q1 		$8.54K Hold
71
– – 0.01% 567
2023
Q4 		$9K Buy
+71
New +$7.68K 0.01% 541

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wetzel Investment Advisors's BX Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Blackstone (BX) in Q3 2024, closing a stake of 71 shares — an estimated $9.33K sold.

Wetzel Investment Advisors first reported a position in BX in Q4 2023 and held it in 3 quarters. The position peaked at $9.33K in Q2 2024. 1,940 funds tracked by Wall St. Rank hold BX as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Blackstone position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 71 Blackstone shares in Q3 2024, an estimated $9.33K.
  • Wetzel Investment Advisors first reported a position in Blackstone in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Blackstone position peaked at $9.33K in Q2 2024.
  • 1,940 funds tracked by Wall St. Rank held Blackstone as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.