BAG
BXMT icon

Bridgewealth Advisory Group’s Blackstone Mortgage Trust BXMT Stock Holding History

Bridgewealth Advisory Group’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
-9,828
Closed -$214K – 82
2023
Q3 		$214K Hold
9,828
– – 0.26% 56
2023
Q2 		$205K Buy
+9,828
New +$181K 0.33% 54

Other funds holding BXMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LCM
LDR Capital Management New York $74.4M AUM 7.16% 1-Year Est. Return

Bridgewealth Advisory Group's BXMT Position: Q4 2023 in Review

Bridgewealth Advisory Group sold out of Blackstone Mortgage Trust (BXMT) in Q4 2023, closing a stake of 9,828 shares — an estimated $214K sold.

Bridgewealth Advisory Group first reported a position in BXMT in Q2 2023 and held it in 2 quarters. The position peaked at $214K in Q3 2023. 342 funds tracked by Wall St. Rank hold BXMT as of Q4 2023.

  • Bridgewealth Advisory Group reported no remaining Blackstone Mortgage Trust position as of Q4 2023 after selling out during the quarter.
  • Bridgewealth Advisory Group sold 9,828 Blackstone Mortgage Trust shares in Q4 2023, an estimated $214K.
  • Bridgewealth Advisory Group first reported a position in Blackstone Mortgage Trust in Q2 2023 and held it in 2 quarters.
  • Bridgewealth Advisory Group's Blackstone Mortgage Trust position peaked at $214K in Q3 2023.
  • 342 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q4 2023.

Based on Bridgewealth Advisory Group's 13F filing for Q4 2023, filed 5 Feb 2024.