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

BerganKDV 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	$10K	Buy	481 +16	+3%	+$294	﹤0.01%	554
2023 Q1	$8.29K	Buy	465 +12	+3%	+$256	﹤0.01%	628
2022 Q4	$9.59K	Buy	453 +12	+3%	+$284	﹤0.01%	581
2022 Q3	$10K	Buy	441 +9	+2%	+$261	﹤0.01%	567
2022 Q2	$12K	Buy	432 +9	+2%	+$272	﹤0.01%	555
2022 Q1	$13K	Buy	423 +8	+2%	+$251	﹤0.01%	572
2021 Q4	$13K	Buy	415 +7	+2%	+$223	﹤0.01%	610
2021 Q3	$12K	Buy	408 +8	+2%	+$254	﹤0.01%	606
2021 Q2	$13K	Buy	400 +8	+2%	+$257	﹤0.01%	560
2021 Q1	$12K	Buy	392 +9	+2%	+$262	﹤0.01%	554
2020 Q4	$11K	Buy	383 +10	+3%	+$252	﹤0.01%	551
2020 Q3	$8K	Buy	373 +9	+2%	+$211	﹤0.01%	522
2020 Q2	$9K	Buy	364 +10	+3%	+$230	﹤0.01%	550
2020 Q1	$7K	Buy	354 +6	+2%	+$204	﹤0.01%	527
2019 Q4	$13K	Buy	348 +6	+2%	+$218	﹤0.01%	497
2019 Q3	$12K	Buy	+342	New	+$12.2K	﹤0.01%	484
2019 Q2	–	Hold	0	–	–	–	492
2019 Q1	–	Hold	0	–	–	–	518
2018 Q4	–	Hold	0	–	–	–	476
2018 Q3	–	Hold	0	–	–	–	471
2018 Q2	–	Hold	0	–	–	–	498

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

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

BerganKDV Wealth Management increased its Blackstone Mortgage Trust (BXMT) stake by 3.4% in Q2 2023, buying an estimated $294 and bringing the position to 481 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

BerganKDV Wealth Management first reported a position in BXMT in Q3 2019 and has held it in 16 quarters since. The position peaked at $13K in Q1 2022. 311 funds tracked by Wall St. Rank hold BXMT as of Q2 2023.

BerganKDV Wealth Management held 481 shares of Blackstone Mortgage Trust worth $10K as of Q2 2023.
BerganKDV Wealth Management bought 16 Blackstone Mortgage Trust shares in Q2 2023, an estimated $294.
Blackstone Mortgage Trust made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #554 holding.
BerganKDV Wealth Management first reported a position in Blackstone Mortgage Trust in Q3 2019 and has held it in 16 quarters since.
BerganKDV Wealth Management's Blackstone Mortgage Trust position peaked at $13K in Q1 2022.
311 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.