Certified Advisory Corp’s Blackstone Mortgage Trust BXMT Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-350	Closed	-$11K	–	268
2021 Q1	$11K	Buy	+350	New	+$10.2K	﹤0.01%	577
2020 Q2	$8K	Buy	324 +8	+3%	+$184	﹤0.01%	578
2020 Q1	$6K	Buy	316 +6	+2%	+$204	﹤0.01%	595
2019 Q4	$12K	Buy	310 +5	+2%	+$182	﹤0.01%	557
2019 Q3	$11K	Buy	305 +5	+2%	+$178	﹤0.01%	569
2019 Q2	$11K	Hold	300	–	–	﹤0.01%	572
2019 Q1	$10K	Hold	300	–	–	﹤0.01%	550
2018 Q4	$10K	Hold	300	–	–	0.01%	533
2018 Q3	$10K	Hold	300	–	–	﹤0.01%	558
2018 Q2	$9K	Hold	300	–	–	0.01%	547
2018 Q1	$9K	Hold	300	–	–	0.01%	522
2017 Q4	$9K	Buy	+300	New	+$9.63K	0.01%	479

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

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 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

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

Certified Advisory Corp's BXMT Position: Q2 2021 in Review

Certified Advisory Corp sold out of Blackstone Mortgage Trust (BXMT) in Q2 2021, closing a stake of 350 shares — an estimated $11K sold.

Certified Advisory Corp first reported a position in BXMT in Q4 2017 and held it in 12 quarters. The position peaked at $12K in Q4 2019. 325 funds tracked by Wall St. Rank hold BXMT as of Q2 2021.

Certified Advisory Corp reported no remaining Blackstone Mortgage Trust position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 350 Blackstone Mortgage Trust shares in Q2 2021, an estimated $11K.
Certified Advisory Corp first reported a position in Blackstone Mortgage Trust in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Blackstone Mortgage Trust position peaked at $12K in Q4 2019.
325 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.