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Gradient Investments’s Blackstone Secured Lending BXSL Stock Holding History

Gradient Investments’s Portfolio BXSL Stock Details BXSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,998
Closed -$54.7K – 1843
2023
Q3 		$54.7K Buy
+1,998
New +$55.3K ﹤0.01% 489

Other funds holding BXSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gradient Investments's BXSL Position: Q4 2023 in Review

Gradient Investments sold out of Blackstone Secured Lending (BXSL) in Q4 2023, closing a stake of 1,998 shares — an estimated $54.7K sold.

Gradient Investments first reported a position in BXSL in Q3 2023 and held it in 1 quarter. The position peaked at $54.7K in Q3 2023. 285 funds tracked by Wall St. Rank hold BXSL as of Q4 2023.

  • Gradient Investments reported no remaining Blackstone Secured Lending position as of Q4 2023 after selling out during the quarter.
  • Gradient Investments sold 1,998 Blackstone Secured Lending shares in Q4 2023, an estimated $54.7K.
  • Gradient Investments first reported a position in Blackstone Secured Lending in Q3 2023 and held it in 1 quarter.
  • Gradient Investments's Blackstone Secured Lending position peaked at $54.7K in Q3 2023.
  • 285 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.