Avantax Advisory Services’s Blackstone Mortgage Trust BXMT Stock Holding History

Avantax Advisory Services’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
2021 Q1	–	Sell	-9,161	Closed	-$250K	–	1038
2020 Q4	$250K	Sell	9,161 -11,619	-56%	-$293K	0.01%	804
2020 Q3	$457K	Buy	20,780 +10,327	+99%	+$242K	0.01%	831
2020 Q2	$254K	Buy	10,453 +105	+1%	+$2.41K	0.01%	706
2020 Q1	$193K	Buy	10,348 +1,434	+16%	+$48.7K	0.01%	726
2019 Q4	$331K	Buy	+8,914	New	+$324K	0.01%	601

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Avantax Advisory Services's BXMT Position: Q1 2021 in Review

Avantax Advisory Services sold out of Blackstone Mortgage Trust (BXMT) in Q1 2021, closing a stake of 9,161 shares — an estimated $250K sold.

Avantax Advisory Services first reported a position in BXMT in Q4 2019 and held it in 5 quarters. The position peaked at $457K in Q3 2020. 312 funds tracked by Wall St. Rank hold BXMT as of Q1 2021.

Avantax Advisory Services reported no remaining Blackstone Mortgage Trust position as of Q1 2021 after selling out during the quarter.
Avantax Advisory Services sold 9,161 Blackstone Mortgage Trust shares in Q1 2021, an estimated $250K.
Avantax Advisory Services first reported a position in Blackstone Mortgage Trust in Q4 2019 and held it in 5 quarters.
Avantax Advisory Services's Blackstone Mortgage Trust position peaked at $457K in Q3 2020.
312 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q1 2021.

Based on Avantax Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.