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Fortem Financial Group’s Blackstone Mortgage Trust BXMT Stock Holding History

Fortem Financial 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
Q2 		– Sell
-17,386
Closed -$310K – 161
2023
Q1 		$310K Buy
17,386
+6,266
+56% +$134K 0.2% 119
2022
Q4 		$235K Buy
11,120
+867
+8% +$20.5K 0.14% 145
2022
Q3 		$239K Sell
10,253
-1,435
-12% -$41.6K 0.17% 139
2022
Q2 		$323K Buy
+11,688
New +$354K 0.21% 135

Other funds holding BXMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fortem Financial Group's BXMT Position: Q2 2023 in Review

Fortem Financial Group sold out of Blackstone Mortgage Trust (BXMT) in Q2 2023, closing a stake of 17,386 shares — an estimated $310K sold.

Fortem Financial Group first reported a position in BXMT in Q2 2022 and held it in 4 quarters. The position peaked at $323K in Q2 2022. 311 funds tracked by Wall St. Rank hold BXMT as of Q2 2023.

  • Fortem Financial Group reported no remaining Blackstone Mortgage Trust position as of Q2 2023 after selling out during the quarter.
  • Fortem Financial Group sold 17,386 Blackstone Mortgage Trust shares in Q2 2023, an estimated $310K.
  • Fortem Financial Group first reported a position in Blackstone Mortgage Trust in Q2 2022 and held it in 4 quarters.
  • Fortem Financial Group's Blackstone Mortgage Trust position peaked at $323K in Q2 2022.
  • 311 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2023.

Based on Fortem Financial Group's 13F filing for Q2 2023, filed 18 Jul 2023.