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

AE 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
2024 Q1	–	Sell	-13,835	Closed	-$291K	–	1263
2023 Q4	$291K	Buy	13,835 +4,300	+45%	+$92.7K	﹤0.01%	1719
2023 Q3	$207K	Buy	+9,535	New	+$211K	﹤0.01%	1771
2022 Q1	–	Sell	-7,249	Closed	-$222K	–	1684
2021 Q4	$222K	Sell	7,249 -26	-0.4%	-$827	﹤0.01%	1568
2021 Q3	$221K	Buy	7,275 +140	+2%	+$4.44K	﹤0.01%	1496
2021 Q2	$228K	Buy	+7,135	New	+$230K	﹤0.01%	1455
2020 Q1	–	Sell	-5,829	Closed	-$217K	–	1127
2019 Q4	$217K	Buy	5,829 +9	+0.2%	+$327	﹤0.01%	1037
2019 Q3	$209K	Buy	+5,820	New	+$207K	0.01%	909

Other funds holding BXMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

AE Wealth Management's BXMT Position: Q1 2024 in Review

AE Wealth Management sold out of Blackstone Mortgage Trust (BXMT) in Q1 2024, closing a stake of 13,835 shares — an estimated $291K sold.

AE Wealth Management first reported a position in BXMT in Q3 2019 and held it in 7 quarters. The position peaked at $291K in Q4 2023. 319 funds tracked by Wall St. Rank hold BXMT as of Q1 2024.

AE Wealth Management reported no remaining Blackstone Mortgage Trust position as of Q1 2024 after selling out during the quarter.
AE Wealth Management sold 13,835 Blackstone Mortgage Trust shares in Q1 2024, an estimated $291K.
AE Wealth Management first reported a position in Blackstone Mortgage Trust in Q3 2019 and held it in 7 quarters.
AE Wealth Management's Blackstone Mortgage Trust position peaked at $291K in Q4 2023.
319 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.