Ownership history in IAM Advisory, LLC Β· 15 quarters on record
This page tracks every 13F SEC filing in which IAM Advisory, LLC reported a position in BLACKSTONE INC COM (BX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π IAM Advisory, LLC outperformed the S&P 500 by +2.9% annually on this BX position. Timing score: 36% (5/14 decisions correct). Average cost basis: $109.91. Maximum drawdown during holding period: β39.5%.
β
Outperformed SPY on this position by 2.9% ann.
14 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
5 of 14 add/trim decisions correct
Best entry: $66.98 (2022 Q4) Β· Worst: $167.40 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 4 trims. Bought during 3 of 5 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.21% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size