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

Avior 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
2023
Q2 		– Sell
-175
Closed -$3.12K – 1575
2023
Q1 		$3.12K Sell
175
-825
-83% -$17.6K ﹤0.01% 1330
2022
Q4 		$21.2K Buy
+1,000
New +$23.7K ﹤0.01% 749
2021
Q1 		– Sell
-54
Closed -$1K – 1017
2020
Q4 		$1K Buy
+54
New +$1.36K ﹤0.01% 903

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

Avior Wealth Management's BXMT Position: Q2 2023 in Review

Avior Wealth Management sold out of Blackstone Mortgage Trust (BXMT) in Q2 2023, closing a stake of 175 shares — an estimated $3.12K sold.

Avior Wealth Management first reported a position in BXMT in Q4 2020 and held it in 3 quarters. The position peaked at $21.2K in Q4 2022. 311 funds tracked by Wall St. Rank hold BXMT as of Q2 2023.

  • Avior Wealth Management reported no remaining Blackstone Mortgage Trust position as of Q2 2023 after selling out during the quarter.
  • Avior Wealth Management sold 175 Blackstone Mortgage Trust shares in Q2 2023, an estimated $3.12K.
  • Avior Wealth Management first reported a position in Blackstone Mortgage Trust in Q4 2020 and held it in 3 quarters.
  • Avior Wealth Management's Blackstone Mortgage Trust position peaked at $21.2K in Q4 2022.
  • 311 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2023.

Based on Avior Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.