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Wellington Wealth Strategies’s Blackstone Secured Lending BXSL Stock Holding History

Wellington Wealth Strategies’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
Q4 		– Sell
-15,498
Closed -$482K – 74
2024
Q3 		$482K Buy
+15,498
New +$468K 0.37% 48

Other funds holding BXSL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wellington Wealth Strategies's BXSL Position: Q4 2024 in Review

Wellington Wealth Strategies sold out of Blackstone Secured Lending (BXSL) in Q4 2024, closing a stake of 15,498 shares — an estimated $482K sold.

Wellington Wealth Strategies first reported a position in BXSL in Q3 2024 and held it in 1 quarter. The position peaked at $482K in Q3 2024. 373 funds tracked by Wall St. Rank hold BXSL as of Q4 2024.

  • Wellington Wealth Strategies reported no remaining Blackstone Secured Lending position as of Q4 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 15,498 Blackstone Secured Lending shares in Q4 2024, an estimated $482K.
  • Wellington Wealth Strategies first reported a position in Blackstone Secured Lending in Q3 2024 and held it in 1 quarter.
  • Wellington Wealth Strategies's Blackstone Secured Lending position peaked at $482K in Q3 2024.
  • 373 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.