Sutton Wealth Advisors’s Blackstone Secured Lending BXSL Stock Holding History

Sutton 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 Q3	$54.6K	Sell	1,995 -841	-30%	-$23.3K	0.03%	219
2023 Q2	$77.6K	Hold	2,836	–	–	0.04%	190
2023 Q1	$70.7K	Sell	2,836 -75	-3%	-$1.84K	0.04%	180
2022 Q4	$65.1K	Buy	2,911 +28	+1%	+$656	0.02%	325
2022 Q3	$65.6K	Buy	2,883 +386	+15%	+$9.21K	0.03%	325
2022 Q2	$59K	Buy	+2,497	New	+$64.7K	0.02%	341

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

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

Blackstone Inc New York $25.6B AUM 26.83% 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 $153M AUM 0.03% 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

Sutton Wealth Advisors's BXSL Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Blackstone Secured Lending (BXSL) stake by 30% in Q3 2023, selling an estimated $23.3K and leaving 1,995 shares worth $54.6K. The position accounts for 0.03% of the portfolio, ranked #219.

Sutton Wealth Advisors first reported a position in BXSL in Q2 2022 and has held it in 6 quarters since. The position peaked at $77.6K in Q2 2023. 253 funds tracked by Wall St. Rank hold BXSL as of Q3 2023.

Sutton Wealth Advisors held 1,995 shares of Blackstone Secured Lending worth $54.6K as of Q3 2023.
Sutton Wealth Advisors sold 841 Blackstone Secured Lending shares in Q3 2023, an estimated $23.3K.
Blackstone Secured Lending made up 0.03% of Sutton Wealth Advisors's portfolio in Q3 2023, its #219 holding.
Sutton Wealth Advisors first reported a position in Blackstone Secured Lending in Q2 2022 and has held it in 6 quarters since.
Sutton Wealth Advisors's Blackstone Secured Lending position peaked at $77.6K in Q2 2023.
253 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.