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RVW Wealth’s Blackstone Secured Lending BXSL Stock Holding History

RVW Wealth’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
Q1 		– Sell
-15,637
Closed -$349K – 158
2022
Q4 		$349K Buy
+15,637
New +$366K 0.04% 113
2022
Q3 		– Sell
-19,818
Closed -$468K – 128
2022
Q2 		$468K Buy
19,818
+9,909
+100% +$257K 0.06% 96
2022
Q1 		$276K Buy
+9,909
New +$290K 0.03% 113

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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $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
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

RVW Wealth's BXSL Position: Q1 2023 in Review

RVW Wealth sold out of Blackstone Secured Lending (BXSL) in Q1 2023, closing a stake of 15,637 shares — an estimated $349K sold.

RVW Wealth first reported a position in BXSL in Q1 2022 and held it in 3 quarters. The position peaked at $468K in Q2 2022. 203 funds tracked by Wall St. Rank hold BXSL as of Q1 2023.

  • RVW Wealth reported no remaining Blackstone Secured Lending position as of Q1 2023 after selling out during the quarter.
  • RVW Wealth sold 15,637 Blackstone Secured Lending shares in Q1 2023, an estimated $349K.
  • RVW Wealth first reported a position in Blackstone Secured Lending in Q1 2022 and held it in 3 quarters.
  • RVW Wealth's Blackstone Secured Lending position peaked at $468K in Q2 2022.
  • 203 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q1 2023.

Based on RVW Wealth's 13F filing for Q1 2023, filed 11 Apr 2023.