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Curi Wealth Management’s Blackstone Secured Lending BXSL Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-3
Closed – – 261
2022
Q2 		$0 Buy
+3
New +$78 ﹤0.01% 631

Other funds holding BXSL

UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return

Curi Wealth Management's BXSL Position: Q3 2022 in Review

Curi Wealth Management sold out of Blackstone Secured Lending (BXSL) in Q3 2022, closing a stake of 3 shares.

Curi Wealth Management first reported a position in BXSL in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 142 funds tracked by Wall St. Rank hold BXSL as of Q3 2022.

  • Curi Wealth Management reported no remaining Blackstone Secured Lending position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 3 Blackstone Secured Lending shares in Q3 2022.
  • Curi Wealth Management first reported a position in Blackstone Secured Lending in Q2 2022 and held it in 1 quarter.
  • Curi Wealth Management's Blackstone Secured Lending position peaked at $0 in Q2 2022.
  • 142 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.