Golden State Wealth Management’s Blackstone Mortgage Trust BXMT Stock Holding History

Golden State 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
2020 Q2	–	Sell	-566	Closed	-$11K	–	348
2020 Q1	$11K	Buy	+566	New	+$19.2K	﹤0.01%	600
2019 Q4	–	Sell	-306	Closed	-$11K	–	170
2019 Q3	$11K	Buy	306 +6	+2%	+$213	﹤0.01%	725
2019 Q2	$10K	Buy	300 +5	+2%	+$178	﹤0.01%	744
2019 Q1	$10K	Buy	+295	New	+$10K	﹤0.01%	771

Other funds holding BXMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Golden State Wealth Management's BXMT Position: Q2 2020 in Review

Golden State Wealth Management sold out of Blackstone Mortgage Trust (BXMT) in Q2 2020, closing a stake of 566 shares — an estimated $11K sold.

Golden State Wealth Management first reported a position in BXMT in Q1 2019 and held it in 4 quarters. The position peaked at $11K in Q1 2020. 293 funds tracked by Wall St. Rank hold BXMT as of Q2 2020.

Golden State Wealth Management reported no remaining Blackstone Mortgage Trust position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 566 Blackstone Mortgage Trust shares in Q2 2020, an estimated $11K.
Golden State Wealth Management first reported a position in Blackstone Mortgage Trust in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's Blackstone Mortgage Trust position peaked at $11K in Q1 2020.
293 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.