A detailed history of Whalen Wealth Management Inc. transactions in Blackstone Inc. stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 6,013 shares of BX stock, worth $1.2 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
6,013
Previous 3,811 57.78%
Holding current value
$1.2 Million
Previous $472 Million 95.16%
% of portfolio
0.65%
Previous 0.37%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$120.77 - $159.66 $265,935 - $351,571
2,202 Added 57.78%
6,013 $921 Million
Q2 2024

Aug 01, 2024

SELL
$116.13 - $132.0 $182,904 - $207,900
-1,575 Reduced 29.24%
3,811 $472 Million
Q1 2024

Apr 24, 2024

BUY
$116.98 - $131.66 $66,912 - $75,309
572 Added 11.88%
5,386 $708 Million
Q4 2023

Feb 13, 2024

BUY
$89.61 - $133.13 $431,382 - $640,887
4,814 New
4,814 $630 Million

Others Institutions Holding BX

About Blackstone Inc.


  • Ticker BX
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 709,041,024
  • Market Cap $141B
  • Description
  • Blackstone Inc. is an alternative asset management firm specializing in real estate, private equity, hedge fund solutions, credit, secondary funds of funds, public debt and equity and multi-asset class strategies. The firm typically invests in early-stage companies. It also provide capital markets services. The real estate segment specializes in...
More about BX
Track This Portfolio

Track Whalen Wealth Management Inc. Portfolio

Follow Whalen Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whalen Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Whalen Wealth Management Inc. with notifications on news.