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

Endowment 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
2023 Q1	–	Sell	-86,121	Closed	-$1.92M	–	136
2022 Q4	$1.92M	Buy	86,121 +2,648	+3%	+$62K	2.12%	10
2022 Q3	$1.9M	Buy	83,473 +44,206	+113%	+$1.05M	2.3%	9
2022 Q2	$928K	Buy	39,267 +18,776	+92%	+$487K	1.12%	22
2022 Q1	$571K	Buy	+20,491	New	+$600K	0.6%	37

Other funds holding BXSL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

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

Endowment Wealth Management's BXSL Position: Q1 2023 in Review

Endowment Wealth Management sold out of Blackstone Secured Lending (BXSL) in Q1 2023, closing a stake of 86,121 shares — an estimated $1.92M sold.

Endowment Wealth Management first reported a position in BXSL in Q1 2022 and held it in 4 quarters. The position peaked at $1.92M in Q4 2022. 203 funds tracked by Wall St. Rank hold BXSL as of Q1 2023.

Endowment Wealth Management reported no remaining Blackstone Secured Lending position as of Q1 2023 after selling out during the quarter.
Endowment Wealth Management sold 86,121 Blackstone Secured Lending shares in Q1 2023, an estimated $1.92M.
Endowment Wealth Management first reported a position in Blackstone Secured Lending in Q1 2022 and held it in 4 quarters.
Endowment Wealth Management's Blackstone Secured Lending position peaked at $1.92M in Q4 2022.
203 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q1 2023.

Based on Endowment Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.