Belpointe Asset Management’s Blackstone Mortgage Trust BXMT Stock Holding History

Belpointe Asset 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	-4,378	Closed	-$78.1K	–	974
2023 Q1	$78.1K	Buy	4,378 +3,767	+617%	+$80.4K	﹤0.01%	1454
2022 Q4	$12.9K	Buy	+611	New	+$14.5K	﹤0.01%	2472
2020 Q1	–	Sell	-2,711	Closed	-$101K	–	642
2019 Q4	$101K	Buy	+2,711	New	+$98.6K	0.01%	774

Other funds holding BXMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Belpointe Asset Management's BXMT Position: Q2 2023 in Review

Belpointe Asset Management sold out of Blackstone Mortgage Trust (BXMT) in Q2 2023, closing a stake of 4,378 shares — an estimated $78.1K sold.

Belpointe Asset Management first reported a position in BXMT in Q4 2019 and held it in 3 quarters. The position peaked at $101K in Q4 2019. 311 funds tracked by Wall St. Rank hold BXMT as of Q2 2023.

Belpointe Asset Management reported no remaining Blackstone Mortgage Trust position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 4,378 Blackstone Mortgage Trust shares in Q2 2023, an estimated $78.1K.
Belpointe Asset Management first reported a position in Blackstone Mortgage Trust in Q4 2019 and held it in 3 quarters.
Belpointe Asset Management's Blackstone Mortgage Trust position peaked at $101K in Q4 2019.
311 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.