Guidance Point Advisors’s Blackstone Mortgage Trust BXMT Stock Holding History

Guidance Point Advisors’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 Q4	–	Sell	-10,978	Closed	-$256K	–	80
2022 Q3	$256K	Buy	10,978 +219	+2%	+$6.34K	0.12%	71
2022 Q2	$297K	Buy	10,759 +190	+2%	+$5.75K	0.13%	68
2022 Q1	$336K	Buy	10,569 +185	+2%	+$5.81K	0.13%	68
2021 Q4	$317K	Buy	10,384 +182	+2%	+$5.79K	0.11%	64
2021 Q3	$308K	Buy	10,202 +3,348	+49%	+$106K	0.11%	66
2021 Q2	$218K	Sell	6,854 -2,991	-30%	-$96.3K	0.08%	84
2021 Q1	$305K	Buy	9,845 +206	+2%	+$5.99K	0.13%	69
2020 Q4	$265K	Sell	9,639 -3,168	-25%	-$80K	0.12%	71
2020 Q3	$281K	Buy	12,807 +356	+3%	+$8.34K	0.15%	61
2020 Q2	$299K	Buy	12,451 +147	+1%	+$3.38K	0.17%	61
2020 Q1	$229K	Buy	12,304 +6,063	+97%	+$206K	0.15%	57
2019 Q4	$232K	Buy	+6,241	New	+$227K	0.11%	62

Other funds holding BXMT

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LCM

LDR Capital Management New York $74.4M AUM 7.16% 1-Year Est. Return

Guidance Point Advisors's BXMT Position: Q4 2022 in Review

Guidance Point Advisors sold out of Blackstone Mortgage Trust (BXMT) in Q4 2022, closing a stake of 10,978 shares — an estimated $256K sold.

Guidance Point Advisors first reported a position in BXMT in Q4 2019 and held it in 12 quarters. The position peaked at $336K in Q1 2022. 348 funds tracked by Wall St. Rank hold BXMT as of Q4 2022.

Guidance Point Advisors reported no remaining Blackstone Mortgage Trust position as of Q4 2022 after selling out during the quarter.
Guidance Point Advisors sold 10,978 Blackstone Mortgage Trust shares in Q4 2022, an estimated $256K.
Guidance Point Advisors first reported a position in Blackstone Mortgage Trust in Q4 2019 and held it in 12 quarters.
Guidance Point Advisors's Blackstone Mortgage Trust position peaked at $336K in Q1 2022.
348 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q4 2022.

Based on Guidance Point Advisors's 13F filing for Q4 2022, filed 18 Jan 2023.