BRWA
BGB

B. Riley Wealth Advisors’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

B. Riley 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
2024
Q2 		– Sell
-13,905
Closed -$153K – 1405
2024
Q1 		$153K Buy
+13,905
New +$162K ﹤0.01% 1312
2023
Q4 		– Sell
-13,905
Closed -$153K – 1401
2023
Q3 		$153K Buy
13,905
+1,805
+15% +$20K ﹤0.01% 1312
2023
Q2 		$132K Hold
12,100
– – ﹤0.01% 1400
2023
Q1 		$129K Sell
12,100
-910
-7% -$9.93K ﹤0.01% 1355
2022
Q4 		$138K Sell
13,010
-2,000
-13% -$21.3K ﹤0.01% 1325
2022
Q3 		$160K Buy
+15,010
New +$172K ﹤0.01% 1269
2021
Q1 		– Sell
-11,283
Closed -$141K – 1354
2020
Q4 		$141K Buy
+11,283
New +$139K 0.01% 958
2020
Q1 		– Sell
-11,654
Closed -$168K – 802
2019
Q4 		$168K Buy
11,654
+847
+8% +$12K 0.01% 771
2019
Q3 		$158K Buy
+10,807
New +$159K 0.02% 744

Other funds holding BGB

CBA
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

B. Riley Wealth Advisors's BGB Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q2 2024, closing a stake of 13,905 shares — an estimated $153K sold.

B. Riley Wealth Advisors first reported a position in BGB in Q3 2019 and held it in 9 quarters. The position peaked at $168K in Q4 2019. 93 funds tracked by Wall St. Rank hold BGB as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 13,905 Blackstone Strategic Credit 2027 Term Fund shares in Q2 2024, an estimated $153K.
  • B. Riley Wealth Advisors first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q3 2019 and held it in 9 quarters.
  • B. Riley Wealth Advisors's Blackstone Strategic Credit 2027 Term Fund position peaked at $168K in Q4 2019.
  • 93 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.