AE Wealth Management’s Blackstone Secured Lending BXSL Stock Holding History

AE Wealth Management’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
2024 Q1	–	Sell	-27,091	Closed	-$775K	–	1266
2023 Q4	$775K	Buy	+27,091	New	+$748K	﹤0.01%	1251

Other funds holding BXSL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AE Wealth Management's BXSL Position: Q1 2024 in Review

AE Wealth Management sold out of Blackstone Secured Lending (BXSL) in Q1 2024, closing a stake of 27,091 shares — an estimated $775K sold.

AE Wealth Management first reported a position in BXSL in Q4 2023 and held it in 1 quarter. The position peaked at $775K in Q4 2023. 297 funds tracked by Wall St. Rank hold BXSL as of Q1 2024.

AE Wealth Management reported no remaining Blackstone Secured Lending position as of Q1 2024 after selling out during the quarter.
AE Wealth Management sold 27,091 Blackstone Secured Lending shares in Q1 2024, an estimated $775K.
AE Wealth Management first reported a position in Blackstone Secured Lending in Q4 2023 and held it in 1 quarter.
AE Wealth Management's Blackstone Secured Lending position peaked at $775K in Q4 2023.
297 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.