FFA
BGB

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

Farther Finance 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
2024
Q4 		– Sell
-1,100
Closed -$13.6K – 4013
2024
Q3 		$13.6K Buy
+1,100
New +$13.3K ﹤0.01% 2235

Other funds holding BGB

CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return

Farther Finance Advisors's BGB Position: Q4 2024 in Review

Farther Finance Advisors sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q4 2024, closing a stake of 1,100 shares — an estimated $13.6K sold.

Farther Finance Advisors first reported a position in BGB in Q3 2024 and held it in 1 quarter. The position peaked at $13.6K in Q3 2024. 90 funds tracked by Wall St. Rank hold BGB as of Q4 2024.

  • Farther Finance Advisors reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q4 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 1,100 Blackstone Strategic Credit 2027 Term Fund shares in Q4 2024, an estimated $13.6K.
  • Farther Finance Advisors first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q3 2024 and held it in 1 quarter.
  • Farther Finance Advisors's Blackstone Strategic Credit 2027 Term Fund position peaked at $13.6K in Q3 2024.
  • 90 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q4 2024.

Based on Farther Finance Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.