AWA
BGB

Arkadios Wealth Advisors’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Arkadios Wealth 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
2021
Q4 		– Sell
-89
Closed -$1K – 700
2021
Q3 		$1K Buy
+89
New +$1.24K ﹤0.01% 1788

Other funds holding BGB

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GC
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Arkadios Wealth Advisors's BGB Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q4 2021, closing a stake of 89 shares — an estimated $1K sold.

Arkadios Wealth Advisors first reported a position in BGB in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 86 funds tracked by Wall St. Rank hold BGB as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 89 Blackstone Strategic Credit 2027 Term Fund shares in Q4 2021, an estimated $1K.
  • Arkadios Wealth Advisors first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q3 2021 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Blackstone Strategic Credit 2027 Term Fund position peaked at $1K in Q3 2021.
  • 86 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.