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

Axxcess 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 Q4	–	Sell	-13,358	Closed	-$291K	–	848
2023 Q3	$291K	Buy	+13,358	New	+$296K	0.01%	606
2023 Q2	–	Sell	-10,431	Closed	-$186K	–	606
2023 Q1	$186K	Buy	10,431 +251	+2%	+$5.36K	0.01%	596
2022 Q4	$216K	Buy	+10,180	New	+$241K	0.02%	538

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

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

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

LCM

LDR Capital Management New York $74.4M AUM 7.16% 1-Year Est. Return

Axxcess Wealth Management's BXMT Position: Q4 2023 in Review

Axxcess Wealth Management sold out of Blackstone Mortgage Trust (BXMT) in Q4 2023, closing a stake of 13,358 shares — an estimated $291K sold.

Axxcess Wealth Management first reported a position in BXMT in Q4 2022 and held it in 3 quarters. The position peaked at $291K in Q3 2023. 342 funds tracked by Wall St. Rank hold BXMT as of Q4 2023.

Axxcess Wealth Management reported no remaining Blackstone Mortgage Trust position as of Q4 2023 after selling out during the quarter.
Axxcess Wealth Management sold 13,358 Blackstone Mortgage Trust shares in Q4 2023, an estimated $291K.
Axxcess Wealth Management first reported a position in Blackstone Mortgage Trust in Q4 2022 and held it in 3 quarters.
Axxcess Wealth Management's Blackstone Mortgage Trust position peaked at $291K in Q3 2023.
342 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.