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Simplicity Wealth’s Blackstone Secured Lending BXSL Stock Holding History

Simplicity 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
2024
Q3 		– Sell
-25,404
Closed -$778K – 581
2024
Q2 		$778K Buy
25,404
+1,740
+7% +$54.5K 0.02% 609
2024
Q1 		$737K Buy
+23,664
New +$693K 0.02% 612

Other funds holding BXSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Blackstone Inc
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Simplicity Wealth's BXSL Position: Q3 2024 in Review

Simplicity Wealth sold out of Blackstone Secured Lending (BXSL) in Q3 2024, closing a stake of 25,404 shares — an estimated $778K sold.

Simplicity Wealth first reported a position in BXSL in Q1 2024 and held it in 2 quarters. The position peaked at $778K in Q2 2024. 342 funds tracked by Wall St. Rank hold BXSL as of Q3 2024.

  • Simplicity Wealth reported no remaining Blackstone Secured Lending position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 25,404 Blackstone Secured Lending shares in Q3 2024, an estimated $778K.
  • Simplicity Wealth first reported a position in Blackstone Secured Lending in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Blackstone Secured Lending position peaked at $778K in Q2 2024.
  • 342 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.