SWM
BGX

Spire Wealth Management’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Spire Wealth Management’s Portfolio BGX Stock Details BGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,155
Closed -$38.8K – 2223
2024
Q1 		$38.8K Hold
3,155
– – ﹤0.01% 1299
2023
Q4 		$36.6K Hold
3,155
– – ﹤0.01% 1311
2023
Q3 		$36.8K Hold
3,155
– – ﹤0.01% 1285
2023
Q2 		$35.8K Hold
3,155
– – ﹤0.01% 1349
2023
Q1 		$34.4K Hold
3,155
– – ﹤0.01% 1377
2022
Q4 		$34K Buy
3,155
+494
+19% +$5.42K ﹤0.01% 1128
2022
Q3 		$29K Sell
2,661
-14,645
-85% -$173K ﹤0.01% 1159
2022
Q2 		$199K Sell
17,306
-16,794
-49% -$210K 0.01% 772
2022
Q1 		$458K Sell
34,100
-4,696
-12% -$65.8K 0.01% 602
2021
Q4 		$570K Buy
38,796
+5,698
+17% +$85.9K 0.01% 650
2021
Q3 		$502K Buy
33,098
+440
+1% +$6.53K 0.01% 584
2021
Q2 		$494K Sell
32,658
-6,225
-16% -$89.9K 0.01% 609
2021
Q1 		$549K Buy
+38,883
New +$541K 0.01% 639

Other funds holding BGX

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Spire Wealth Management's BGX Position: Q2 2024 in Review

Spire Wealth Management sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q2 2024, closing a stake of 3,155 shares — an estimated $38.8K sold.

Spire Wealth Management first reported a position in BGX in Q1 2021 and held it in 13 quarters. The position peaked at $570K in Q4 2021. 37 funds tracked by Wall St. Rank hold BGX as of Q2 2024.

  • Spire Wealth Management reported no remaining Blackstone Long-Short Credit Income Fund position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 3,155 Blackstone Long-Short Credit Income Fund shares in Q2 2024, an estimated $38.8K.
  • Spire Wealth Management first reported a position in Blackstone Long-Short Credit Income Fund in Q1 2021 and held it in 13 quarters.
  • Spire Wealth Management's Blackstone Long-Short Credit Income Fund position peaked at $570K in Q4 2021.
  • 37 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.