AWM
BGX

Avior Wealth Management’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Avior Wealth Management’s Portfolio BGX Stock Details BGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,274
Closed -$40.7K – 902
2024
Q4 		$40.7K Sell
3,274
-916
-22% -$11.7K ﹤0.01% 1205
2024
Q3 		$53.6K Sell
4,190
-1,450
-26% -$18.5K ﹤0.01% 1093
2024
Q2 		$70.1K Buy
5,640
+728
+15% +$9.05K ﹤0.01% 979
2024
Q1 		$60.5K Buy
+4,912
New +$58.8K ﹤0.01% 1162

Other funds holding BGX

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Avior Wealth Management's BGX Position: Q1 2025 in Review

Avior Wealth Management sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q1 2025, closing a stake of 3,274 shares — an estimated $40.7K sold.

Avior Wealth Management first reported a position in BGX in Q1 2024 and held it in 4 quarters. The position peaked at $70.1K in Q2 2024. 36 funds tracked by Wall St. Rank hold BGX as of Q1 2025.

  • Avior Wealth Management reported no remaining Blackstone Long-Short Credit Income Fund position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 3,274 Blackstone Long-Short Credit Income Fund shares in Q1 2025, an estimated $40.7K.
  • Avior Wealth Management first reported a position in Blackstone Long-Short Credit Income Fund in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Blackstone Long-Short Credit Income Fund position peaked at $70.1K in Q2 2024.
  • 36 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.