Beaumont Financial Advisors’s Blackstone Secured Lending BXSL Stock Holding History

Beaumont Financial 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
2024 Q3	–	Sell	-28,490	Closed	-$872K	–	355
2024 Q2	$872K	Hold	28,490	–	–	0.07%	158
2024 Q1	$887K	Hold	28,490	–	–	0.07%	154
2023 Q4	$787K	Hold	28,490	–	–	0.07%	157
2023 Q3	$779K	Hold	28,490	–	–	0.08%	143
2023 Q2	$779K	Hold	28,490	–	–	0.07%	155
2023 Q1	$710K	Buy	+28,490	New	+$698K	0.07%	150

Other funds holding BXSL

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

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

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

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

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

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

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Beaumont Financial Advisors's BXSL Position: Q3 2024 in Review

Beaumont Financial Advisors sold out of Blackstone Secured Lending (BXSL) in Q3 2024, closing a stake of 28,490 shares — an estimated $872K sold.

Beaumont Financial Advisors first reported a position in BXSL in Q1 2023 and held it in 6 quarters. The position peaked at $887K in Q1 2024. 342 funds tracked by Wall St. Rank hold BXSL as of Q3 2024.

Beaumont Financial Advisors reported no remaining Blackstone Secured Lending position as of Q3 2024 after selling out during the quarter.
Beaumont Financial Advisors sold 28,490 Blackstone Secured Lending shares in Q3 2024, an estimated $872K.
Beaumont Financial Advisors first reported a position in Blackstone Secured Lending in Q1 2023 and held it in 6 quarters.
Beaumont Financial Advisors's Blackstone Secured Lending position peaked at $887K in Q1 2024.
342 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q3 2024.

Based on Beaumont Financial Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.