WWMSC
BGX

Wagner Wealth Management (South Carolina)’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022
Q4 		– Sell
-2,189
Closed -$24K – 279
2022
Q3 		$24K Hold
2,189
– – 0.02% 283
2022
Q2 		$25K Buy
+2,189
New +$27.4K 0.02% 286
2022
Q1 		– Sell
-54,667
Closed -$804K – 249
2021
Q4 		$804K Sell
54,667
-1,424
-3% -$21.5K 0.61% 43
2021
Q3 		$859K Sell
56,091
-28,318
-34% -$420K 0.69% 39
2021
Q2 		$1.28M Sell
84,409
-1,718
-2% -$24.8K 0.91% 24
2021
Q1 		$1.22M Buy
86,127
+1,816
+2% +$25.3K 0.96% 24
2020
Q4 		$1.13M Buy
+84,311
New +$1.11M 1.07% 27
2018
Q3 		$3.24M Buy
202,515
+18,355
+10% +$304K 2.16% 10
2018
Q2 		$3.03M Buy
184,160
+44,685
+32% +$743K 2.19% 8
2018
Q1 		$2.26M Buy
139,475
+4,550
+3% +$72.9K 1.72% 15
2017
Q4 		$2.12M Buy
+134,925
New +$2.16M 1.59% 16

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s BGX Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q4 2022, closing a stake of 2,189 shares — an estimated $24K sold.

Wagner Wealth Management (South Carolina) first reported a position in BGX in Q4 2017 and held it in 11 quarters. The position peaked at $3.24M in Q3 2018. 44 funds tracked by Wall St. Rank hold BGX as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Blackstone Long-Short Credit Income Fund position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 2,189 Blackstone Long-Short Credit Income Fund shares in Q4 2022, an estimated $24K.
  • Wagner Wealth Management (South Carolina) first reported a position in Blackstone Long-Short Credit Income Fund in Q4 2017 and held it in 11 quarters.
  • Wagner Wealth Management (South Carolina)'s Blackstone Long-Short Credit Income Fund position peaked at $3.24M in Q3 2018.
  • 44 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.