FourThought Financial Partners’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

FourThought Financial Partners’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 Q1	–	Sell	-60,676	Closed	-$687K	–	332
2023 Q4	$687K	Buy	60,676 +1,132	+2%	+$12.4K	0.09%	160
2023 Q3	$654K	Buy	59,544 +8,734	+17%	+$96.7K	0.09%	156
2023 Q2	$555K	Buy	50,810 +2,421	+5%	+$25.8K	0.07%	175
2023 Q1	$515K	Buy	48,389 +4,563	+10%	+$49.8K	0.07%	177
2022 Q4	$464K	Buy	+43,826	New	+$468K	0.07%	197

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COLIM

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RCM

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Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

FourThought Financial Partners's BGB Position: Q1 2024 in Review

FourThought Financial Partners sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q1 2024, closing a stake of 60,676 shares — an estimated $687K sold.

FourThought Financial Partners first reported a position in BGB in Q4 2022 and held it in 5 quarters. The position peaked at $687K in Q4 2023. 94 funds tracked by Wall St. Rank hold BGB as of Q1 2024.

FourThought Financial Partners reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q1 2024 after selling out during the quarter.
FourThought Financial Partners sold 60,676 Blackstone Strategic Credit 2027 Term Fund shares in Q1 2024, an estimated $687K.
FourThought Financial Partners first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q4 2022 and held it in 5 quarters.
FourThought Financial Partners's Blackstone Strategic Credit 2027 Term Fund position peaked at $687K in Q4 2023.
94 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q1 2024.

Based on FourThought Financial Partners's 13F filing for Q1 2024, filed 14 May 2024.