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YorkBridge Wealth Partners’s Blackstone BX Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$296K Sell
3,996
-6,136
-61% -$530K 0.08% 195
2022
Q3 		$848K Buy
10,132
+659
+7% +$63.8K 0.22% 95
2022
Q2 		$864K Sell
9,473
-396
-4% -$42.8K 0.23% 90
2022
Q1 		$1.25M Buy
9,869
+276
+3% +$33.7K 0.27% 77
2021
Q4 		$1.24M Sell
9,593
-1,973
-17% -$263K 0.28% 74
2021
Q3 		$1.35M Sell
11,566
-594
-5% -$68.9K 0.34% 68
2021
Q2 		$1.18M Sell
12,160
-2,080
-15% -$185K 0.31% 73
2021
Q1 		$1.06M Buy
14,240
+1,532
+12% +$106K 0.31% 72
2020
Q4 		$824K Buy
12,708
+527
+4% +$30.7K 0.28% 77
2020
Q3 		$636K Buy
12,181
+575
+5% +$30.8K 0.27% 78
2020
Q2 		$658K Buy
11,606
+20
+0.2% +$1.05K 0.3% 76
2020
Q1 		$528K Buy
11,586
+257
+2% +$14.2K 0.32% 79
2019
Q4 		$634K Buy
11,329
+641
+6% +$33.3K 0.29% 86
2019
Q3 		$522K Buy
+10,688
New +$521K 0.26% 93
2019
Q2 		– Sell
-3,400
Closed -$119K – 751
2019
Q1 		$119K Buy
3,400
+525
+18% +$17.5K 0.05% 249
2018
Q4 		$86K Hold
2,875
– – 0.05% 268
2018
Q3 		$111K Sell
2,875
-2,000
-41% -$72.3K 0.05% 265
2018
Q2 		$157K Sell
4,875
-8,298
-63% -$264K 0.07% 203
2018
Q1 		$410K Sell
13,173
-1,930
-13% -$65.8K 0.19% 114
2017
Q4 		$517K Sell
15,103
-7,262
-32% -$236K 0.25% 92
2017
Q3 		$746K Sell
22,365
-715
-3% -$23.5K 0.39% 66
2017
Q2 		$764K Sell
23,080
-4,846
-17% -$152K 0.41% 66
2017
Q1 		$859K Sell
27,926
-2,584
-8% -$77.7K 0.45% 59
2016
Q4 		$810K Buy
+30,510
New +$792K 0.48% 57

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return

YorkBridge Wealth Partners's BX Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Blackstone (BX) stake by 61% in Q4 2022, selling an estimated $530K and leaving 3,996 shares worth $296K. The position accounts for 0.08% of the portfolio, ranked #195.

YorkBridge Wealth Partners first reported a position in BX in Q4 2016 and has held it in 24 quarters since. The position peaked at $1.35M in Q3 2021. 1,556 funds tracked by Wall St. Rank hold BX as of Q4 2022.

  • YorkBridge Wealth Partners held 3,996 shares of Blackstone worth $296K as of Q4 2022.
  • YorkBridge Wealth Partners sold 6,136 Blackstone shares in Q4 2022, an estimated $530K.
  • Blackstone made up 0.08% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #195 holding.
  • YorkBridge Wealth Partners first reported a position in Blackstone in Q4 2016 and has held it in 24 quarters since.
  • YorkBridge Wealth Partners's Blackstone position peaked at $1.35M in Q3 2021.
  • 1,556 funds tracked by Wall St. Rank held Blackstone as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.