NewEdge Wealth, LLC BX Holdings History

Number of Shares
545,261.00
Current Holdings Value*
$76.22 Mil
% of Portfolio
1.38%
Total Estimate Gain
$24.75 Mil
% of Total Estimate Gain
24.64%

NewEdge Wealth, LLC's Blackstone Inc Holding Summary

As of 2025-03-31, NewEdge Wealth, LLC held 545,261.00 shares of Blackstone Inc(BX), totaling $76.22 Mil. This investment constitutes 1.38% of their stock portfolio, and NewEdge Wealth, LLC now holds 0.07% of the outstanding Blackstone Inc(BX) stock.

The initial trade took place in 2021Q2. And since then NewEdge Wealth, LLC has made 8 purchases of BX, at an average price of $123.66, for a total of 812,313.00 shares. In addition, there have been 8 sales at an average price of $124.36 for 267,052.00 shares. Based on historical transaction data and BX's current price of $168.72, NewEdge Wealth, LLC's estimated gain on his BX holdings is $24.75 Mil, reflecting a 24.64% gain to date.

NewEdge Wealth, LLC BX ($168.72) Holding Chart

NewEdge Wealth, LLC BX ($168.72) 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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