HGERS
BSL

Householder Group Estate & Retirement Specialist’s Blackstone Senior Floating Rate 2027 Term Fund BSL Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023
Q4 		– Sell
-1,747
Closed -$23.1K – 1145
2023
Q3 		$23.1K Buy
+1,747
New +$22.9K 0.01% 604
2023
Q1 		$21K Buy
+1,660
New +$21.4K 0.01% 623
2022
Q4 		– Sell
-1,587
Closed -$19K – 422
2022
Q3 		$19K Buy
+1,587
New +$21.2K 0.01% 578

Other funds holding BSL

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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BSL Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Blackstone Senior Floating Rate 2027 Term Fund (BSL) in Q4 2023, closing a stake of 1,747 shares — an estimated $23.1K sold.

Householder Group Estate & Retirement Specialist first reported a position in BSL in Q3 2022 and held it in 3 quarters. The position peaked at $23.1K in Q3 2023. 58 funds tracked by Wall St. Rank hold BSL as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining Blackstone Senior Floating Rate 2027 Term Fund position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,747 Blackstone Senior Floating Rate 2027 Term Fund shares in Q4 2023, an estimated $23.1K.
  • Householder Group Estate & Retirement Specialist first reported a position in Blackstone Senior Floating Rate 2027 Term Fund in Q3 2022 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's Blackstone Senior Floating Rate 2027 Term Fund position peaked at $23.1K in Q3 2023.
  • 58 funds tracked by Wall St. Rank held Blackstone Senior Floating Rate 2027 Term Fund as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.