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

Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Bank of America

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return