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Wealthsource Partners, LLC

SEC CIK
0001674623
Latest filing
Jan 16, 2024

BX holding history

Blackstone Inc. in every 13F filed by Wealthsource Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BX overviewAll 13F holders of BXFull Q4 2023 holdings

Shares (Q4 2023)
1,903
Value
$249.1K
% of portfolio
<0.1%
Quarters held
12
Since Q1 2021
Holdings of BX by Wealthsource Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20231,903$249.1K<0.1%−1,396−42.3%ReducedHolders
Q3 20233,299$353.4K<0.1%−1,683−33.8%ReducedHolders
Q2 20234,982$463.2K<0.1%−737−12.9%ReducedHolders
Q1 20235,719$502.4K<0.1%−1,501−20.8%ReducedHolders
Q4 20227,220$535.7K<0.1%−2,875−28.5%ReducedHolders
Q3 202210,095$845.0K0.1%−9,680−49.0%ReducedHolders
Q2 202219,775$1.80M0.1%−13,320−40.2%ReducedHolders
Q1 202233,095$4.20M0.3%+14,885+81.7%AddedHolders
Q4 202118,210$2.36M0.2%−186−1.0%ReducedHolders
Q3 202118,396$2.14M0.2%+1,479+8.7%AddedHolders
Q2 202116,917$1.64M0.1%+1,408+9.1%AddedHolders
Q1 202115,509$1.16M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.