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

Axxcess 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
2022 Q3	–	Sell	-37,603	Closed	-$889K	–	553
2022 Q2	$889K	Buy	37,603 +15,538	+70%	+$403K	0.08%	205
2022 Q1	$615K	Buy	+22,065	New	+$646K	0.05%	313

Other funds holding BXSL

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CCM

Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return

Axxcess Wealth Management's BXSL Position: Q3 2022 in Review

Axxcess Wealth Management sold out of Blackstone Secured Lending (BXSL) in Q3 2022, closing a stake of 37,603 shares — an estimated $889K sold.

Axxcess Wealth Management first reported a position in BXSL in Q1 2022 and held it in 2 quarters. The position peaked at $889K in Q2 2022. 142 funds tracked by Wall St. Rank hold BXSL as of Q3 2022.

Axxcess Wealth Management reported no remaining Blackstone Secured Lending position as of Q3 2022 after selling out during the quarter.
Axxcess Wealth Management sold 37,603 Blackstone Secured Lending shares in Q3 2022, an estimated $889K.
Axxcess Wealth Management first reported a position in Blackstone Secured Lending in Q1 2022 and held it in 2 quarters.
Axxcess Wealth Management's Blackstone Secured Lending position peaked at $889K in Q2 2022.
142 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q3 2022.

Based on Axxcess Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.