Moneta Group Investment Advisors’s Blackstone Secured Lending BXSL Stock Holding History

Moneta Group Investment Advisors’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
2024 Q4	–	Sell	-8,929	Closed	-$262K	–	670
2024 Q3	$262K	Hold	8,929	–	–	﹤0.01%	553
2024 Q2	$273K	Hold	8,929	–	–	﹤0.01%	513
2024 Q1	$278K	Hold	8,929	–	–	﹤0.01%	508
2023 Q4	$247K	Hold	8,929	–	–	﹤0.01%	487
2023 Q3	$244K	Hold	8,929	–	–	0.01%	444
2023 Q2	$244K	Hold	8,929	–	–	0.01%	463
2023 Q1	$223K	Buy	+8,929	New	+$219K	0.01%	475

Other funds holding BXSL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

CIM

CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Moneta Group Investment Advisors's BXSL Position: Q4 2024 in Review

Moneta Group Investment Advisors sold out of Blackstone Secured Lending (BXSL) in Q4 2024, closing a stake of 8,929 shares — an estimated $262K sold.

Moneta Group Investment Advisors first reported a position in BXSL in Q1 2023 and held it in 7 quarters. The position peaked at $278K in Q1 2024. 373 funds tracked by Wall St. Rank hold BXSL as of Q4 2024.

Moneta Group Investment Advisors reported no remaining Blackstone Secured Lending position as of Q4 2024 after selling out during the quarter.
Moneta Group Investment Advisors sold 8,929 Blackstone Secured Lending shares in Q4 2024, an estimated $262K.
Moneta Group Investment Advisors first reported a position in Blackstone Secured Lending in Q1 2023 and held it in 7 quarters.
Moneta Group Investment Advisors's Blackstone Secured Lending position peaked at $278K in Q1 2024.
373 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q4 2024.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.