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Bartlett & Co Wealth Management’s Blackstone Secured Lending BXSL Stock Holding History

Bartlett & Co 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
Q4 		– Sell
-3,963
Closed -$92.6K – 1117
2022
Q3 		$92.6K Buy
3,963
+3,567
+901% +$85.1K ﹤0.01% 468
2022
Q2 		$9.65K Hold
396
– – ﹤0.01% 872
2022
Q1 		$11.3K Buy
+396
New +$11.6K ﹤0.01% 812

Other funds holding BXSL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
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
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bartlett & Co Wealth Management's BXSL Position: Q4 2022 in Review

Bartlett & Co Wealth Management sold out of Blackstone Secured Lending (BXSL) in Q4 2022, closing a stake of 3,963 shares — an estimated $92.6K sold.

Bartlett & Co Wealth Management first reported a position in BXSL in Q1 2022 and held it in 3 quarters. The position peaked at $92.6K in Q3 2022. 162 funds tracked by Wall St. Rank hold BXSL as of Q4 2022.

  • Bartlett & Co Wealth Management reported no remaining Blackstone Secured Lending position as of Q4 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 3,963 Blackstone Secured Lending shares in Q4 2022, an estimated $92.6K.
  • Bartlett & Co Wealth Management first reported a position in Blackstone Secured Lending in Q1 2022 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's Blackstone Secured Lending position peaked at $92.6K in Q3 2022.
  • 162 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q4 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2024.