FAG
BGB

Fortitude Advisory Group’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-3,425
Closed -$45K – 320
2022
Q1 		$45K Hold
3,425
– – 0.02% 564
2021
Q4 		$46K Buy
+3,425
New +$47.4K 0.02% 568

Other funds holding BGB

CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Fortitude Advisory Group's BGB Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q2 2022, closing a stake of 3,425 shares — an estimated $45K sold.

Fortitude Advisory Group first reported a position in BGB in Q4 2021 and held it in 2 quarters. The position peaked at $46K in Q4 2021. 87 funds tracked by Wall St. Rank hold BGB as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 3,425 Blackstone Strategic Credit 2027 Term Fund shares in Q2 2022, an estimated $45K.
  • Fortitude Advisory Group first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Blackstone Strategic Credit 2027 Term Fund position peaked at $46K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.