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Cetera Advisors’s Blackstone Secured Lending BXSL Stock Holding History

Cetera 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
Q1 		$2.15M Buy
68,924
+61,066
+777% +$1.79M 0.02% 782
2023
Q4 		$217K Buy
7,858
+482
+7% +$13.3K ﹤0.01% 1596
2023
Q3 		$202K Buy
+7,376
New +$204K ﹤0.01% 1542

Other funds holding BXSL

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
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Advisors's BXSL Position: Q1 2024 in Review

Cetera Advisors increased its Blackstone Secured Lending (BXSL) stake by 777% in Q1 2024, buying an estimated $1.79M and bringing the position to 68,924 shares worth $2.15M. The position accounts for 0.02% of the portfolio, ranked #782.

Cetera Advisors first reported a position in BXSL in Q3 2023 and has held it in 3 quarters since. 297 funds tracked by Wall St. Rank hold BXSL as of Q1 2024.

  • Cetera Advisors held 68,924 shares of Blackstone Secured Lending worth $2.15M as of Q1 2024.
  • Cetera Advisors bought 61,066 Blackstone Secured Lending shares in Q1 2024, an estimated $1.79M.
  • Blackstone Secured Lending made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #782 holding.
  • Cetera Advisors first reported a position in Blackstone Secured Lending in Q3 2023 and has held it in 3 quarters since.
  • 297 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.