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WR Wealth Planners’s Blackstone BX Stock Holding History

WR Wealth Planners’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
Q4 		$93.3K Sell
541
-58
-10% -$10.1K 0.03% 241
2024
Q3 		$91.8K Buy
599
+160
+36% +$22.2K 0.03% 270
2024
Q2 		$54.4K Buy
439
+84
+24% +$10.3K 0.02% 319
2024
Q1 		$46.7K Buy
+355
New +$44.3K 0.01% 345
2023
Q4 		– Sell
-349
Closed -$37.4K – 266
2023
Q3 		$37.4K Hold
349
– – 0.01% 354
2023
Q2 		$32.5K Sell
349
-1,514
-81% -$131K 0.01% 375
2023
Q1 		$164K Buy
+1,863
New +$165K 0.07% 176

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
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

WR Wealth Planners's BX Position: Q4 2024 in Review

WR Wealth Planners reduced its Blackstone (BX) stake by 9.7% in Q4 2024, selling an estimated $10.1K and leaving 541 shares worth $93.3K. The position accounts for 0.03% of the portfolio, ranked #241.

WR Wealth Planners first reported a position in BX in Q1 2023 and has held it in 7 quarters since. The position peaked at $164K in Q1 2023. 2,143 funds tracked by Wall St. Rank hold BX as of Q4 2024.

  • WR Wealth Planners held 541 shares of Blackstone worth $93.3K as of Q4 2024.
  • WR Wealth Planners sold 58 Blackstone shares in Q4 2024, an estimated $10.1K.
  • Blackstone made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #241 holding.
  • WR Wealth Planners first reported a position in Blackstone in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Blackstone position peaked at $164K in Q1 2023.
  • 2,143 funds tracked by Wall St. Rank held Blackstone as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.