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AJ Wealth Strategies’s Blackstone Mortgage Trust BXMT Stock Holding History

AJ Wealth Strategies’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
2023
Q2 		$923K Buy
44,333
+56
+0.1% +$1.03K 0.04% 137
2023
Q1 		$790K Buy
44,277
+159
+0.4% +$3.39K 0.04% 141
2022
Q4 		$934K Sell
44,118
-540
-1% -$12.8K 0.05% 139
2022
Q3 		$1.04M Buy
44,658
+126
+0.3% +$3.65K 0.06% 124
2022
Q2 		$1.23M Buy
44,532
+111
+0.2% +$3.36K 0.06% 115
2022
Q1 		$1.41M Buy
44,421
+109
+0.2% +$3.42K 0.07% 116
2021
Q4 		$1.36M Buy
44,312
+311
+0.7% +$9.89K 0.06% 119
2021
Q3 		$1.33M Buy
44,001
+4,080
+10% +$129K 0.07% 112
2021
Q2 		$1.27M Hold
39,921
– – 0.08% 111
2021
Q1 		$1.24M Sell
39,921
-2,234
-5% -$65K 0.09% 104
2020
Q4 		$1.16M Sell
42,155
-1,300
-3% -$32.8K 0.1% 96
2020
Q3 		$955K Buy
43,455
+3,587
+9% +$84K 0.1% 91
2020
Q2 		$960K Buy
39,868
+3,832
+11% +$88.1K 0.11% 83
2020
Q1 		$671K Buy
36,036
+11,086
+44% +$377K 0.09% 76
2019
Q4 		$929K Buy
24,950
+3,835
+18% +$140K 0.11% 62
2019
Q3 		$757K Buy
21,115
+6,869
+48% +$244K 0.1% 61
2019
Q2 		$507K Hold
14,246
– – 0.07% 69
2019
Q1 		$492K Buy
+14,246
New +$484K 0.08% 67

Other funds holding BXMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AJ Wealth Strategies's BXMT Position: Q2 2023 in Review

AJ Wealth Strategies increased its Blackstone Mortgage Trust (BXMT) stake by 0.13% in Q2 2023, buying an estimated $1.03K and bringing the position to 44,333 shares worth $923K. The position accounts for 0.04% of the portfolio, ranked #137.

AJ Wealth Strategies first reported a position in BXMT in Q1 2019 and has held it in 18 quarters since. The position peaked at $1.41M in Q1 2022. 311 funds tracked by Wall St. Rank hold BXMT as of Q2 2023.

  • AJ Wealth Strategies held 44,333 shares of Blackstone Mortgage Trust worth $923K as of Q2 2023.
  • AJ Wealth Strategies bought 56 Blackstone Mortgage Trust shares in Q2 2023, an estimated $1.03K.
  • Blackstone Mortgage Trust made up 0.04% of AJ Wealth Strategies's portfolio in Q2 2023, its #137 holding.
  • AJ Wealth Strategies first reported a position in Blackstone Mortgage Trust in Q1 2019 and has held it in 18 quarters since.
  • AJ Wealth Strategies's Blackstone Mortgage Trust position peaked at $1.41M in Q1 2022.
  • 311 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.