BAM
BSL

Belpointe Asset Management’s Blackstone Senior Floating Rate 2027 Term Fund BSL Stock Holding History

Belpointe Asset Management’s Portfolio BSL Stock Details BSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,622
Closed -$20.6K – 947
2023
Q1 		$20.6K Hold
1,622
– – ﹤0.01% 2296
2022
Q4 		$20.2K Buy
+1,622
New +$20.4K ﹤0.01% 2180

Other funds holding BSL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

Belpointe Asset Management's BSL Position: Q2 2023 in Review

Belpointe Asset Management sold out of Blackstone Senior Floating Rate 2027 Term Fund (BSL) in Q2 2023, closing a stake of 1,622 shares — an estimated $20.6K sold.

Belpointe Asset Management first reported a position in BSL in Q4 2022 and held it in 2 quarters. The position peaked at $20.6K in Q1 2023. 58 funds tracked by Wall St. Rank hold BSL as of Q2 2023.

  • Belpointe Asset Management reported no remaining Blackstone Senior Floating Rate 2027 Term Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,622 Blackstone Senior Floating Rate 2027 Term Fund shares in Q2 2023, an estimated $20.6K.
  • Belpointe Asset Management first reported a position in Blackstone Senior Floating Rate 2027 Term Fund in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Blackstone Senior Floating Rate 2027 Term Fund position peaked at $20.6K in Q1 2023.
  • 58 funds tracked by Wall St. Rank held Blackstone Senior Floating Rate 2027 Term Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.