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Strategic Wealth Investment Group’s Blackstone Secured Lending BXSL Stock Holding History

Strategic Wealth Investment Group’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
2022
Q3 		– Sell
-19,766
Closed -$467K – 116
2022
Q2 		$467K Buy
+19,766
New +$512K 0.12% 91

Other funds holding BXSL

UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.41% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return

Strategic Wealth Investment Group's BXSL Position: Q3 2022 in Review

Strategic Wealth Investment Group sold out of Blackstone Secured Lending (BXSL) in Q3 2022, closing a stake of 19,766 shares — an estimated $467K sold.

Strategic Wealth Investment Group first reported a position in BXSL in Q2 2022 and held it in 1 quarter. The position peaked at $467K in Q2 2022. 142 funds tracked by Wall St. Rank hold BXSL as of Q3 2022.

  • Strategic Wealth Investment Group reported no remaining Blackstone Secured Lending position as of Q3 2022 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 19,766 Blackstone Secured Lending shares in Q3 2022, an estimated $467K.
  • Strategic Wealth Investment Group first reported a position in Blackstone Secured Lending in Q2 2022 and held it in 1 quarter.
  • Strategic Wealth Investment Group's Blackstone Secured Lending position peaked at $467K in Q2 2022.
  • 142 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q3 2022.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2022, filed 21 Oct 2022.