Halpern Financial’s Blackstone Mortgage Trust BXMT Stock Holding History

Halpern Financial’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 Q1	–	Sell	-100	Closed	-$3.72K	–	164
2019 Q4	$3.72K	Buy	+100	New	+$3.64K	﹤0.01%	162

Other funds holding BXMT

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GAM

GVO Asset Management Zug, Switzerland $1.07M AUM 24.36% 1-Year Est. Return

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

Halpern Financial's BXMT Position: Q1 2020 in Review

Halpern Financial sold out of Blackstone Mortgage Trust (BXMT) in Q1 2020, closing a stake of 100 shares — an estimated $3.72K sold.

Halpern Financial first reported a position in BXMT in Q4 2019 and held it in 1 quarter. The position peaked at $3.72K in Q4 2019. 320 funds tracked by Wall St. Rank hold BXMT as of Q1 2020.

Halpern Financial reported no remaining Blackstone Mortgage Trust position as of Q1 2020 after selling out during the quarter.
Halpern Financial sold 100 Blackstone Mortgage Trust shares in Q1 2020, an estimated $3.72K.
Halpern Financial first reported a position in Blackstone Mortgage Trust in Q4 2019 and held it in 1 quarter.
Halpern Financial's Blackstone Mortgage Trust position peaked at $3.72K in Q4 2019.
320 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q1 2020.

Based on Halpern Financial's 13F filing for Q1 2020, filed 21 Sep 2023.