Baldwin Wealth Partners’s Blackstone Mortgage Trust BXMT Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-2,000	Closed	-$38K	–	340
2024 Q3	$38K	Hold	2,000	–	–	﹤0.01%	598
2024 Q2	$34.8K	Hold	2,000	–	–	﹤0.01%	398
2024 Q1	$39.8K	Hold	2,000	–	–	﹤0.01%	395
2023 Q4	$42.5K	Hold	2,000	–	–	﹤0.01%	394
2023 Q3	$43.5K	Hold	2,000	–	–	﹤0.01%	417
2023 Q2	$41.6K	Hold	2,000	–	–	﹤0.01%	434
2023 Q1	$35.7K	Hold	2,000	–	–	﹤0.01%	463
2022 Q4	$42.3K	Hold	2,000	–	–	﹤0.01%	436
2022 Q3	$47K	Hold	2,000	–	–	0.01%	338
2022 Q2	$55K	Hold	2,000	–	–	0.01%	340
2022 Q1	$64K	Hold	2,000	–	–	0.01%	337
2021 Q4	$61K	Hold	2,000	–	–	0.01%	322
2021 Q3	$61K	Hold	2,000	–	–	0.01%	323
2021 Q2	$64K	Hold	2,000	–	–	0.01%	328
2021 Q1	$62K	Buy	2,000 +500	+33%	+$14.5K	0.01%	320
2020 Q4	$41K	Hold	1,500	–	–	0.01%	340
2020 Q3	$33K	Hold	1,500	–	–	﹤0.01%	338
2020 Q2	$36K	Buy	1,500 +500	+50%	+$11.5K	0.01%	329
2020 Q1	$19K	Hold	1,000	–	–	﹤0.01%	379
2019 Q4	$37K	Hold	1,000	–	–	0.01%	354
2019 Q3	$36K	Hold	1,000	–	–	0.01%	345
2019 Q2	$36K	Hold	1,000	–	–	0.01%	345
2019 Q1	$35K	Hold	1,000	–	–	0.01%	338
2018 Q4	$32K	Hold	1,000	–	–	0.01%	330
2018 Q3	$34K	Hold	1,000	–	–	﹤0.01%	352
2018 Q2	$31K	Hold	1,000	–	–	﹤0.01%	355
2018 Q1	$31K	Hold	1,000	–	–	0.01%	344
2017 Q4	$32K	Hold	1,000	–	–	0.01%	335
2017 Q3	$31K	Hold	1,000	–	–	0.01%	325
2017 Q2	$32K	Hold	1,000	–	–	0.01%	332
2017 Q1	$31K	Hold	1,000	–	–	0.01%	333
2016 Q4	$30K	Hold	1,000	–	–	0.01%	335
2016 Q3	$29K	Buy	+1,000	New	+$29K	0.01%	344

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Baldwin Wealth Partners's BXMT Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Blackstone Mortgage Trust (BXMT) in Q4 2024, closing a stake of 2,000 shares — an estimated $38K sold.

Baldwin Wealth Partners first reported a position in BXMT in Q3 2016 and held it in 33 quarters. The position peaked at $64K in Q1 2022. 326 funds tracked by Wall St. Rank hold BXMT as of Q4 2024.

Baldwin Wealth Partners reported no remaining Blackstone Mortgage Trust position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 2,000 Blackstone Mortgage Trust shares in Q4 2024, an estimated $38K.
Baldwin Wealth Partners first reported a position in Blackstone Mortgage Trust in Q3 2016 and held it in 33 quarters.
Baldwin Wealth Partners's Blackstone Mortgage Trust position peaked at $64K in Q1 2022.
326 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.