United Capital Financial Advisors’s Blackstone Secured Lending BXSL Stock Holding History

United Capital Financial 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
2024 Q2	–	Sell	-27,500	Closed	-$857K	–	1048
2024 Q1	$857K	Hold	27,500	–	–	0.01%	597
2023 Q4	$760K	Sell	27,500 -64,900	-70%	-$1.79M	0.01%	619
2023 Q3	$2.53M	Buy	92,400 +16,700	+22%	+$462K	0.02%	389
2023 Q2	$2.07M	Buy	75,700 +21,500	+40%	+$554K	0.01%	441
2023 Q1	$1.35M	Buy	54,200 +19,200	+55%	+$471K	0.01%	517
2022 Q4	$782K	Buy	+35,000	New	+$820K	﹤0.01%	674

Other funds holding BXSL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

United Capital Financial Advisors's BXSL Position: Q2 2024 in Review

United Capital Financial Advisors sold out of Blackstone Secured Lending (BXSL) in Q2 2024, closing a stake of 27,500 shares — an estimated $857K sold.

United Capital Financial Advisors first reported a position in BXSL in Q4 2022 and held it in 6 quarters. The position peaked at $2.53M in Q3 2023. 305 funds tracked by Wall St. Rank hold BXSL as of Q2 2024.

United Capital Financial Advisors reported no remaining Blackstone Secured Lending position as of Q2 2024 after selling out during the quarter.
United Capital Financial Advisors sold 27,500 Blackstone Secured Lending shares in Q2 2024, an estimated $857K.
United Capital Financial Advisors first reported a position in Blackstone Secured Lending in Q4 2022 and held it in 6 quarters.
United Capital Financial Advisors's Blackstone Secured Lending position peaked at $2.53M in Q3 2023.
305 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2024.

Based on United Capital Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.