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

Cascade 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
2025 Q1	–	Sell	-146,940	Closed	-$4.75M	–	42
2024 Q4	$4.75M	Buy	146,940 +10,335	+8%	+$323K	3.21%	15
2024 Q3	$4M	Buy	136,605 +6,006	+5%	+$181K	2.86%	15
2024 Q2	$3.96M	Buy	130,599 +58,913	+82%	+$1.84M	2.93%	15
2024 Q1	$2.19M	Buy	+71,686	New	+$2.1M	1.86%	16

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

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

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

CIM

CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

Cascade Wealth Advisors's BXSL Position: Q1 2025 in Review

Cascade Wealth Advisors sold out of Blackstone Secured Lending (BXSL) in Q1 2025, closing a stake of 146,940 shares — an estimated $4.75M sold.

Cascade Wealth Advisors first reported a position in BXSL in Q1 2024 and held it in 4 quarters. The position peaked at $4.75M in Q4 2024. 372 funds tracked by Wall St. Rank hold BXSL as of Q1 2025.

Cascade Wealth Advisors reported no remaining Blackstone Secured Lending position as of Q1 2025 after selling out during the quarter.
Cascade Wealth Advisors sold 146,940 Blackstone Secured Lending shares in Q1 2025, an estimated $4.75M.
Cascade Wealth Advisors first reported a position in Blackstone Secured Lending in Q1 2024 and held it in 4 quarters.
Cascade Wealth Advisors's Blackstone Secured Lending position peaked at $4.75M in Q4 2024.
372 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q1 2025.

Based on Cascade Wealth Advisors's 13F filing for Q1 2025, filed 9 May 2025.