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Madison Wealth Management’s Blackstone Secured Lending BXSL Stock Holding History

Madison Wealth Management’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 		$882K Sell
32,225
-60
-0.2% -$1.66K 0.19% 97
2023
Q2 		$883K Hold
32,285
– – 0.18% 99
2023
Q1 		$805K Buy
32,285
+7,025
+28% +$172K 0.17% 99
2022
Q4 		$565K Buy
+25,260
New +$592K 0.13% 107

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

Madison Wealth Management's BXSL Position: Q3 2023 in Review

Madison Wealth Management reduced its Blackstone Secured Lending (BXSL) stake by 0.19% in Q3 2023, selling an estimated $1.66K and leaving 32,225 shares worth $882K. The position accounts for 0.19% of the portfolio, ranked #97.

Madison Wealth Management first reported a position in BXSL in Q4 2022 and has held it in 4 quarters since. The position peaked at $883K in Q2 2023. 253 funds tracked by Wall St. Rank hold BXSL as of Q3 2023.

  • Madison Wealth Management held 32,225 shares of Blackstone Secured Lending worth $882K as of Q3 2023.
  • Madison Wealth Management sold 60 Blackstone Secured Lending shares in Q3 2023, an estimated $1.66K.
  • Blackstone Secured Lending made up 0.19% of Madison Wealth Management's portfolio in Q3 2023, its #97 holding.
  • Madison Wealth Management first reported a position in Blackstone Secured Lending in Q4 2022 and has held it in 4 quarters since.
  • Madison Wealth Management's Blackstone Secured Lending position peaked at $883K in Q2 2023.
  • 253 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.