AF
BXSL icon

Advisornet Financial’s Blackstone Secured Lending BXSL Stock Holding History

Advisornet Financial’s Portfolio BXSL Stock Details BXSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-100
Closed -$2.74K – 2438
2023
Q3 		$2.74K Sell
100
-400
-80% -$11.1K ﹤0.01% 1559
2023
Q2 		$13.7K Buy
+500
New +$12.9K ﹤0.01% 1234

Other funds holding BXSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisornet Financial's BXSL Position: Q4 2023 in Review

Advisornet Financial sold out of Blackstone Secured Lending (BXSL) in Q4 2023, closing a stake of 100 shares — an estimated $2.74K sold.

Advisornet Financial first reported a position in BXSL in Q2 2023 and held it in 2 quarters. The position peaked at $13.7K in Q2 2023. 285 funds tracked by Wall St. Rank hold BXSL as of Q4 2023.

  • Advisornet Financial reported no remaining Blackstone Secured Lending position as of Q4 2023 after selling out during the quarter.
  • Advisornet Financial sold 100 Blackstone Secured Lending shares in Q4 2023, an estimated $2.74K.
  • Advisornet Financial first reported a position in Blackstone Secured Lending in Q2 2023 and held it in 2 quarters.
  • Advisornet Financial's Blackstone Secured Lending position peaked at $13.7K in Q2 2023.
  • 285 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q4 2023.

Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.