AGA
BGB

Accuvest Global Advisors’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Accuvest Global Advisors’s Portfolio BGB Stock Details BGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-14,863
Closed -$168K – 115
2023
Q4 		$168K Buy
+14,863
New +$163K 0.18% 74

Other funds holding BGB

CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Accuvest Global Advisors's BGB Position: Q1 2024 in Review

Accuvest Global Advisors sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q1 2024, closing a stake of 14,863 shares — an estimated $168K sold.

Accuvest Global Advisors first reported a position in BGB in Q4 2023 and held it in 1 quarter. The position peaked at $168K in Q4 2023. 94 funds tracked by Wall St. Rank hold BGB as of Q1 2024.

  • Accuvest Global Advisors reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q1 2024 after selling out during the quarter.
  • Accuvest Global Advisors sold 14,863 Blackstone Strategic Credit 2027 Term Fund shares in Q1 2024, an estimated $168K.
  • Accuvest Global Advisors first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q4 2023 and held it in 1 quarter.
  • Accuvest Global Advisors's Blackstone Strategic Credit 2027 Term Fund position peaked at $168K in Q4 2023.
  • 94 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q1 2024.

Based on Accuvest Global Advisors's 13F filing for Q1 2024, filed 14 May 2024.