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Whalen Wealth Management’s Blackstone BX Stock Holding History

Whalen Wealth Management’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
Q1 		– Sell
-3,752
Closed -$647K – 124
2024
Q4 		$647K Sell
3,752
-2,261
-38% -$394K 0.45% 47
2024
Q3 		$921K Buy
6,013
+2,202
+58% +$305K 0.65% 33
2024
Q2 		$472K Sell
3,811
-1,575
-29% -$194K 0.37% 56
2024
Q1 		$708K Buy
5,386
+572
+12% +$71.4K 0.52% 34
2023
Q4 		$630K Buy
+4,814
New +$521K 0.57% 46

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Whalen Wealth Management's BX Position: Q1 2025 in Review

Whalen Wealth Management sold out of Blackstone (BX) in Q1 2025, closing a stake of 3,752 shares — an estimated $647K sold.

Whalen Wealth Management first reported a position in BX in Q4 2023 and held it in 5 quarters. The position peaked at $921K in Q3 2024. 2,087 funds tracked by Wall St. Rank hold BX as of Q1 2025.

  • Whalen Wealth Management reported no remaining Blackstone position as of Q1 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 3,752 Blackstone shares in Q1 2025, an estimated $647K.
  • Whalen Wealth Management first reported a position in Blackstone in Q4 2023 and held it in 5 quarters.
  • Whalen Wealth Management's Blackstone position peaked at $921K in Q3 2024.
  • 2,087 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on Whalen Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.