Foresight Wealth Management’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Foresight Wealth Management’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 Q4	–	Sell	-15,082	Closed	-$160K	–	25
2022 Q3	$160K	Buy	15,082 +47	+0.3%	+$540	0.04%	97
2022 Q2	$168K	Sell	15,035 -1,253	-8%	-$15.1K	0.03%	102
2022 Q1	$213K	Buy	+16,288	New	+$215K	0.04%	95
2019 Q3	–	Sell	-10,329	Closed	-$152K	–	127
2019 Q2	$152K	Sell	10,329 -2,637	-20%	-$38.3K	0.11%	100
2019 Q1	$185K	Sell	12,966 -1,843	-12%	-$26.5K	0.16%	91
2018 Q4	$199K	Buy	+14,809	New	+$219K	0.21%	86

Other funds holding BGB

CBA

Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Foresight Wealth Management's BGB Position: Q4 2022 in Review

Foresight Wealth Management sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q4 2022, closing a stake of 15,082 shares — an estimated $160K sold.

Foresight Wealth Management first reported a position in BGB in Q4 2018 and held it in 6 quarters. The position peaked at $213K in Q1 2022. 96 funds tracked by Wall St. Rank hold BGB as of Q4 2022.

Foresight Wealth Management reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q4 2022 after selling out during the quarter.
Foresight Wealth Management sold 15,082 Blackstone Strategic Credit 2027 Term Fund shares in Q4 2022, an estimated $160K.
Foresight Wealth Management first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q4 2018 and held it in 6 quarters.
Foresight Wealth Management's Blackstone Strategic Credit 2027 Term Fund position peaked at $213K in Q1 2022.
96 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.