CA
BGB

Centerpoint Advisors’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Centerpoint Advisors’s Portfolio BGB Stock Details BGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-84
Closed -$1K – 408
2021
Q4 		$1K Buy
+84
New +$1.16K ﹤0.01% 362

Other funds holding BGB

CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Centerpoint Advisors's BGB Position: Q1 2022 in Review

Centerpoint Advisors sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q1 2022, closing a stake of 84 shares — an estimated $1K sold.

Centerpoint Advisors first reported a position in BGB in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 80 funds tracked by Wall St. Rank hold BGB as of Q1 2022.

  • Centerpoint Advisors reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q1 2022 after selling out during the quarter.
  • Centerpoint Advisors sold 84 Blackstone Strategic Credit 2027 Term Fund shares in Q1 2022, an estimated $1K.
  • Centerpoint Advisors first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q4 2021 and held it in 1 quarter.
  • Centerpoint Advisors's Blackstone Strategic Credit 2027 Term Fund position peaked at $1K in Q4 2021.
  • 80 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q1 2022.

Based on Centerpoint Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.