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

Edge 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
2022 Q1	–	Sell	-941	Closed	-$29K	–	161
2021 Q4	$29K	Hold	941	–	–	0.01%	219
2021 Q3	$29K	Buy	941 +416	+79%	+$13.2K	0.01%	226
2021 Q2	$17K	Hold	525	–	–	﹤0.01%	286
2021 Q1	$16K	Hold	525	–	–	﹤0.01%	284
2020 Q4	$14K	Buy	+525	New	+$13.3K	﹤0.01%	262
2020 Q3	–	Sell	-425	Closed	-$10K	–	466
2020 Q2	$10K	Buy	425 +11	+3%	+$253	﹤0.01%	465
2020 Q1	$8K	Sell	414 -38	-8%	-$1.29K	﹤0.01%	411
2019 Q4	$17K	Buy	452 +7	+2%	+$255	﹤0.01%	352
2019 Q3	$15K	Hold	445	–	–	﹤0.01%	357
2019 Q2	$16K	Hold	445	–	–	﹤0.01%	359
2019 Q1	$15K	Hold	445	–	–	﹤0.01%	360
2018 Q4	$14K	Hold	445	–	–	﹤0.01%	365
2018 Q3	$15K	Hold	445	–	–	﹤0.01%	392
2018 Q2	$14K	Buy	445 +100	+29%	+$3.15K	﹤0.01%	384
2018 Q1	$11K	Hold	345	–	–	﹤0.01%	370
2017 Q4	$11K	Buy	345 +45	+15%	+$1.44K	﹤0.01%	365
2017 Q3	$9K	Hold	300	–	–	﹤0.01%	379
2017 Q2	$10K	Hold	300	–	–	﹤0.01%	363
2017 Q1	$9K	Hold	300	–	–	﹤0.01%	363
2016 Q4	$9K	Hold	300	–	–	﹤0.01%	346
2016 Q3	$9K	Hold	300	–	–	﹤0.01%	344
2016 Q2	$8K	Hold	300	–	–	﹤0.01%	333
2016 Q1	$8K	Hold	300	–	–	﹤0.01%	305
2015 Q4	$8K	Hold	300	–	–	﹤0.01%	308
2015 Q3	$8K	Hold	300	–	–	﹤0.01%	306
2015 Q2	$8K	Hold	300	–	–	﹤0.01%	311
2015 Q1	$9K	Hold	300	–	–	﹤0.01%	309
2014 Q4	$9K	Hold	300	–	–	﹤0.01%	311
2014 Q3	$8K	Hold	300	–	–	﹤0.01%	319
2014 Q2	$9K	Buy	+300	New	+$8.67K	﹤0.01%	298

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

Morgan Stanley New York $1.66T AUM 25.57% 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

ECU

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

Edge Wealth Management's BXMT Position: Q1 2022 in Review

Edge Wealth Management sold out of Blackstone Mortgage Trust (BXMT) in Q1 2022, closing a stake of 941 shares — an estimated $29K sold.

Edge Wealth Management first reported a position in BXMT in Q2 2014 and held it in 30 quarters. The position peaked at $29K in Q4 2021. 359 funds tracked by Wall St. Rank hold BXMT as of Q1 2022.

Edge Wealth Management reported no remaining Blackstone Mortgage Trust position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 941 Blackstone Mortgage Trust shares in Q1 2022, an estimated $29K.
Edge Wealth Management first reported a position in Blackstone Mortgage Trust in Q2 2014 and held it in 30 quarters.
Edge Wealth Management's Blackstone Mortgage Trust position peaked at $29K in Q4 2021.
359 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.