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Adams Wealth Management’s Blackstone Mortgage Trust BXMT Stock Holding History

Adams Wealth Management’s Portfolio BXMT Stock Details BXMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-43
Closed -$1K – 108
2020
Q3 		$1K Buy
+43
New +$1.01K ﹤0.01% 310
2020
Q2 		– Sell
-46,116
Closed -$859K – 81
2020
Q1 		$859K Buy
46,116
+9,916
+27% +$337K 1.08% 16
2019
Q4 		$1.35M Buy
+36,200
New +$1.32M 1.14% 22

Other funds holding BXMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Adams Wealth Management's BXMT Position: Q4 2020 in Review

Adams Wealth Management sold out of Blackstone Mortgage Trust (BXMT) in Q4 2020, closing a stake of 43 shares — an estimated $1K sold.

Adams Wealth Management first reported a position in BXMT in Q4 2019 and held it in 3 quarters. The position peaked at $1.35M in Q4 2019. 293 funds tracked by Wall St. Rank hold BXMT as of Q4 2020.

  • Adams Wealth Management reported no remaining Blackstone Mortgage Trust position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 43 Blackstone Mortgage Trust shares in Q4 2020, an estimated $1K.
  • Adams Wealth Management first reported a position in Blackstone Mortgage Trust in Q4 2019 and held it in 3 quarters.
  • Adams Wealth Management's Blackstone Mortgage Trust position peaked at $1.35M in Q4 2019.
  • 293 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.