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Widmann Financial Services’s Blackstone BX Stock Holding History

Widmann Financial Services’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
-1,078
Closed -$133K – 104
2024
Q2 		$133K Buy
+1,078
New +$133K 0.11% 117
2022
Q1 		– Sell
-1,078
Closed -$139K – 135
2021
Q4 		$139K Buy
+1,078
New +$144K 0.11% 103

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

Widmann Financial Services's BX Position: Q3 2024 in Review

Widmann Financial Services sold out of Blackstone (BX) in Q3 2024, closing a stake of 1,078 shares — an estimated $133K sold.

Widmann Financial Services first reported a position in BX in Q4 2021 and held it in 2 quarters. The position peaked at $139K in Q4 2021. 1,940 funds tracked by Wall St. Rank hold BX as of Q3 2024.

  • Widmann Financial Services reported no remaining Blackstone position as of Q3 2024 after selling out during the quarter.
  • Widmann Financial Services sold 1,078 Blackstone shares in Q3 2024, an estimated $133K.
  • Widmann Financial Services first reported a position in Blackstone in Q4 2021 and held it in 2 quarters.
  • Widmann Financial Services's Blackstone position peaked at $139K in Q4 2021.
  • 1,940 funds tracked by Wall St. Rank held Blackstone as of Q3 2024.

Based on Widmann Financial Services's 13F filing for Q3 2024, filed 14 Nov 2024.