FFWM
BSL

Future Financial Wealth Management’s Blackstone Senior Floating Rate 2027 Term Fund BSL Stock Holding History

Future Financial Wealth Management’s Portfolio BSL Stock Details BSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,200
Closed -$60.2K – 156
2024
Q1 		$60.2K Buy
+4,200
New +$58.1K 0.05% 238

Other funds holding BSL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

Future Financial Wealth Management's BSL Position: Q2 2024 in Review

Future Financial Wealth Management sold out of Blackstone Senior Floating Rate 2027 Term Fund (BSL) in Q2 2024, closing a stake of 4,200 shares — an estimated $60.2K sold.

Future Financial Wealth Management first reported a position in BSL in Q1 2024 and held it in 1 quarter. The position peaked at $60.2K in Q1 2024. 49 funds tracked by Wall St. Rank hold BSL as of Q2 2024.

  • Future Financial Wealth Management reported no remaining Blackstone Senior Floating Rate 2027 Term Fund position as of Q2 2024 after selling out during the quarter.
  • Future Financial Wealth Management sold 4,200 Blackstone Senior Floating Rate 2027 Term Fund shares in Q2 2024, an estimated $60.2K.
  • Future Financial Wealth Management first reported a position in Blackstone Senior Floating Rate 2027 Term Fund in Q1 2024 and held it in 1 quarter.
  • Future Financial Wealth Management's Blackstone Senior Floating Rate 2027 Term Fund position peaked at $60.2K in Q1 2024.
  • 49 funds tracked by Wall St. Rank held Blackstone Senior Floating Rate 2027 Term Fund as of Q2 2024.

Based on Future Financial Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.