Castle Financial & Retirement Planning Associates’s Blackstone Mortgage Trust BXMT Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$22K	Buy	+706	New	+$22.4K	0.07%	52

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

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

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

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

Castle Financial & Retirement Planning Associates's BXMT Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Blackstone Mortgage Trust (BXMT) in Q4 2021: 706 shares worth $22K. The stake represents 0.07% of the portfolio and ranks #52 among its holdings.

350 funds tracked by Wall St. Rank hold BXMT as of Q4 2021.

Castle Financial & Retirement Planning Associates held 706 shares of Blackstone Mortgage Trust worth $22K as of Q4 2021.
Blackstone Mortgage Trust was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Blackstone Mortgage Trust made up 0.07% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #52 holding.
350 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.