GoalVest Advisory’s Blackstone Mortgage Trust BXMT Stock Holding History

GoalVest Advisory’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	-245	Closed	-$5.21K	–	420
2023 Q4	$5.21K	Buy	245 +201	+457%	+$4.33K	﹤0.01%	287
2023 Q3	$957	Sell	44 -43,082	-100%	-$955K	﹤0.01%	443
2023 Q2	$897K	Sell	43,126 -8,157	-16%	-$150K	0.46%	41
2023 Q1	$915K	Buy	51,283 +7,799	+18%	+$166K	0.54%	51
2022 Q4	$921K	Buy	43,484 +4,864	+13%	+$115K	0.59%	46
2022 Q3	$901K	Buy	38,620 +5,329	+16%	+$154K	0.63%	42
2022 Q2	$945K	Buy	+33,291	New	+$1.01M	0.6%	49

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

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

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

Norges Bank Oslo, Norway $935B AUM

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

GoalVest Advisory's BXMT Position: Q1 2024 in Review

GoalVest Advisory sold out of Blackstone Mortgage Trust (BXMT) in Q1 2024, closing a stake of 245 shares — an estimated $5.21K sold.

GoalVest Advisory first reported a position in BXMT in Q2 2022 and held it in 7 quarters. The position peaked at $945K in Q2 2022. 319 funds tracked by Wall St. Rank hold BXMT as of Q1 2024.

GoalVest Advisory reported no remaining Blackstone Mortgage Trust position as of Q1 2024 after selling out during the quarter.
GoalVest Advisory sold 245 Blackstone Mortgage Trust shares in Q1 2024, an estimated $5.21K.
GoalVest Advisory first reported a position in Blackstone Mortgage Trust in Q2 2022 and held it in 7 quarters.
GoalVest Advisory's Blackstone Mortgage Trust position peaked at $945K in Q2 2022.
319 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q1 2024.

Based on GoalVest Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.