Wipfli Financial Advisors’s Blackstone BX Stock Holding History

Wipfli Financial 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
2022 Q3	$113K	Buy	+1,356	New	+$131K	0.01%	673

Other funds holding BX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Wipfli Financial Advisors's BX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Blackstone (BX) in Q3 2022: 1,356 shares worth $113K. The stake represents 0.01% of the portfolio and ranks #673 among its holdings.

1,539 funds tracked by Wall St. Rank hold BX as of Q3 2022.

Wipfli Financial Advisors held 1,356 shares of Blackstone worth $113K as of Q3 2022.
Blackstone was a new Wipfli Financial Advisors position in Q3 2022.
Blackstone made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #673 holding.
1,539 funds tracked by Wall St. Rank held Blackstone as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.