Regent Peak Wealth Advisors’s Blackstone Secured Lending BXSL Stock Holding History

Regent Peak Wealth 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
2023 Q2	–	Sell	-14,396	Closed	-$359K	–	157
2023 Q1	$359K	Hold	14,396	–	–	0.11%	94
2022 Q4	$322K	Buy	14,396 +1	+0%	+$23	0.11%	111
2022 Q3	$327K	Buy	+14,395	New	+$343K	0.12%	107

Other funds holding BXSL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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 $152M AUM 0.51% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

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

Regent Peak Wealth Advisors's BXSL Position: Q2 2023 in Review

Regent Peak Wealth Advisors sold out of Blackstone Secured Lending (BXSL) in Q2 2023, closing a stake of 14,396 shares — an estimated $359K sold.

Regent Peak Wealth Advisors first reported a position in BXSL in Q3 2022 and held it in 3 quarters. The position peaked at $359K in Q1 2023. 232 funds tracked by Wall St. Rank hold BXSL as of Q2 2023.

Regent Peak Wealth Advisors reported no remaining Blackstone Secured Lending position as of Q2 2023 after selling out during the quarter.
Regent Peak Wealth Advisors sold 14,396 Blackstone Secured Lending shares in Q2 2023, an estimated $359K.
Regent Peak Wealth Advisors first reported a position in Blackstone Secured Lending in Q3 2022 and held it in 3 quarters.
Regent Peak Wealth Advisors's Blackstone Secured Lending position peaked at $359K in Q1 2023.
232 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2023.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2023, filed 19 Jul 2023.