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Clearview Wealth Advisors’s Blackstone Mortgage Trust BXMT Stock Holding History

Clearview Wealth Advisors’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
2024
Q1 		– Sell
-13,683
Closed -$291K – 108
2023
Q4 		$291K Buy
+13,683
New +$295K 0.34% 96

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Clearview Wealth Advisors's BXMT Position: Q1 2024 in Review

Clearview Wealth Advisors sold out of Blackstone Mortgage Trust (BXMT) in Q1 2024, closing a stake of 13,683 shares — an estimated $291K sold.

Clearview Wealth Advisors first reported a position in BXMT in Q4 2023 and held it in 1 quarter. The position peaked at $291K in Q4 2023. 319 funds tracked by Wall St. Rank hold BXMT as of Q1 2024.

  • Clearview Wealth Advisors reported no remaining Blackstone Mortgage Trust position as of Q1 2024 after selling out during the quarter.
  • Clearview Wealth Advisors sold 13,683 Blackstone Mortgage Trust shares in Q1 2024, an estimated $291K.
  • Clearview Wealth Advisors first reported a position in Blackstone Mortgage Trust in Q4 2023 and held it in 1 quarter.
  • Clearview Wealth Advisors's Blackstone Mortgage Trust position peaked at $291K in Q4 2023.
  • 319 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q1 2024.

Based on Clearview Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.