IWP
BXSL icon

Icon Wealth Partners’s Blackstone Secured Lending BXSL Stock Holding History

Icon Wealth Partners’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
Q3 		$1.21M Buy
44,121
+370
+0.8% +$10.2K 0.14% 110
2023
Q2 		$1.2M Buy
43,751
+1,250
+3% +$32.2K 0.13% 119
2023
Q1 		$1.06M Buy
+42,501
New +$1.04M 0.12% 136

Other funds holding BXSL

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Icon Wealth Partners's BXSL Position: Q3 2023 in Review

Icon Wealth Partners increased its Blackstone Secured Lending (BXSL) stake by 0.85% in Q3 2023, buying an estimated $10.2K and bringing the position to 44,121 shares worth $1.21M. The position accounts for 0.14% of the portfolio, ranked #110.

Icon Wealth Partners first reported a position in BXSL in Q1 2023 and has held it in 3 quarters since. 253 funds tracked by Wall St. Rank hold BXSL as of Q3 2023.

  • Icon Wealth Partners held 44,121 shares of Blackstone Secured Lending worth $1.21M as of Q3 2023.
  • Icon Wealth Partners bought 370 Blackstone Secured Lending shares in Q3 2023, an estimated $10.2K.
  • Blackstone Secured Lending made up 0.14% of Icon Wealth Partners's portfolio in Q3 2023, its #110 holding.
  • Icon Wealth Partners first reported a position in Blackstone Secured Lending in Q1 2023 and has held it in 3 quarters since.
  • 253 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.