Future Financial Wealth Management’s Blackstone Mortgage Trust BXMT Stock Holding History

Future Financial 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
2024 Q4	–	Sell	-5,000	Closed	-$95K	–	450
2024 Q3	$95K	Buy	+5,000	New	+$91.8K	0.07%	174
2024 Q2	–	Sell	-5,500	Closed	-$110K	–	161
2024 Q1	$110K	Buy	+5,500	New	+$111K	0.08%	162
2022 Q2	–	Sell	-4,970	Closed	-$158K	–	171
2022 Q1	$158K	Buy	4,970 +10	+0.2%	+$314	0.13%	141
2021 Q4	$154K	Buy	+4,960	New	+$158K	0.12%	147

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Future Financial Wealth Management's BXMT Position: Q4 2024 in Review

Future Financial Wealth Management sold out of Blackstone Mortgage Trust (BXMT) in Q4 2024, closing a stake of 5,000 shares — an estimated $95K sold.

Future Financial Wealth Management first reported a position in BXMT in Q4 2021 and held it in 4 quarters. The position peaked at $158K in Q1 2022. 326 funds tracked by Wall St. Rank hold BXMT as of Q4 2024.

Future Financial Wealth Management reported no remaining Blackstone Mortgage Trust position as of Q4 2024 after selling out during the quarter.
Future Financial Wealth Management sold 5,000 Blackstone Mortgage Trust shares in Q4 2024, an estimated $95K.
Future Financial Wealth Management first reported a position in Blackstone Mortgage Trust in Q4 2021 and held it in 4 quarters.
Future Financial Wealth Management's Blackstone Mortgage Trust position peaked at $158K in Q1 2022.
326 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q4 2024.

Based on Future Financial Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.