Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$369,464.03
% of Total Estimate Gain
6.02%

NORTHCAPE WEALTH MANAGEMENT, LLC's Blackstone Inc Holding Summary

As of 2025-03-31, NORTHCAPE WEALTH MANAGEMENT, LLC held - shares of Blackstone Inc(BX), totaling N/A. This investment constitutes 0% of their stock portfolio, and NORTHCAPE WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Blackstone Inc(BX) stock.

The initial trade took place in 2021Q4. And since then NORTHCAPE WEALTH MANAGEMENT, LLC has made 5 purchases of BX, at an average price of $111.00, for a total of 55,321.00 shares. In addition, there have been 8 sales at an average price of $117.68 for 55,321.00 shares. Based on historical transaction data and BX's current price of $156.35, NORTHCAPE WEALTH MANAGEMENT, LLC's estimated gain on his BX holdings is $369,464.03, reflecting a 6.02% gain to date.

NORTHCAPE WEALTH MANAGEMENT, LLC BX ($156.35) Holding Chart

NORTHCAPE WEALTH MANAGEMENT, LLC BX ($156.35) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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