BDO Wealth Advisors’s Blackstone Secured Lending BXSL Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$3.66M	Sell	133,882 -486	-0.4%	-$12.5K	0.42%	53
2023 Q1	$3.35M	Sell	134,368 -1,654	-1%	-$40.5K	0.41%	51
2022 Q4	$3.04M	Sell	136,022 -7,153	-5%	-$168K	0.38%	53
2022 Q3	$3.26M	Buy	143,175 +79,702	+126%	+$1.9M	0.43%	43
2022 Q2	$1.5M	Buy	63,473 +39,569	+166%	+$1.03M	0.18%	100
2022 Q1	$666K	Buy	+23,904	New	+$700K	0.07%	160

Other funds holding BXSL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BDO Wealth Advisors's BXSL Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Blackstone Secured Lending (BXSL) stake by 0.36% in Q2 2023, selling an estimated $12.5K and leaving 133,882 shares worth $3.66M. The position accounts for 0.42% of the portfolio, ranked #53.

BDO Wealth Advisors first reported a position in BXSL in Q1 2022 and has held it in 6 quarters since. 232 funds tracked by Wall St. Rank hold BXSL as of Q2 2023.

BDO Wealth Advisors held 133,882 shares of Blackstone Secured Lending worth $3.66M as of Q2 2023.
BDO Wealth Advisors sold 486 Blackstone Secured Lending shares in Q2 2023, an estimated $12.5K.
Blackstone Secured Lending made up 0.42% of BDO Wealth Advisors's portfolio in Q2 2023, its #53 holding.
BDO Wealth Advisors first reported a position in Blackstone Secured Lending in Q1 2022 and has held it in 6 quarters since.
232 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.