BW
BGX

Bison Wealth’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Bison Wealth’s Portfolio BGX Stock Details BGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-17,172
Closed -$220K – 330
2024
Q3 		$220K Sell
17,172
-2,194
-11% -$28K 0.04% 381
2024
Q2 		$238K Hold
19,366
– – 0.04% 370
2024
Q1 		$238K Buy
19,366
+169
+0.9% +$2.02K 0.04% 370
2023
Q4 		$220K Buy
19,197
+666
+4% +$7.6K 0.04% 364
2023
Q3 		$216K Buy
18,531
+183
+1% +$2.11K 0.04% 356
2023
Q2 		$208K Buy
+18,348
New +$201K 0.04% 348

Other funds holding BGX

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Bison Wealth's BGX Position: Q4 2024 in Review

Bison Wealth sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q4 2024, closing a stake of 17,172 shares — an estimated $220K sold.

Bison Wealth first reported a position in BGX in Q2 2023 and held it in 6 quarters. The position peaked at $238K in Q2 2024. 37 funds tracked by Wall St. Rank hold BGX as of Q4 2024.

  • Bison Wealth reported no remaining Blackstone Long-Short Credit Income Fund position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 17,172 Blackstone Long-Short Credit Income Fund shares in Q4 2024, an estimated $220K.
  • Bison Wealth first reported a position in Blackstone Long-Short Credit Income Fund in Q2 2023 and held it in 6 quarters.
  • Bison Wealth's Blackstone Long-Short Credit Income Fund position peaked at $238K in Q2 2024.
  • 37 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.