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Householder Group Estate & Retirement Specialist’s Blackstone Mortgage Trust BXMT Stock Holding History

Householder Group Estate & Retirement Specialist’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
-425
Closed -$8K – 631
2024
Q3 		$8K Hold
425
– – ﹤0.01% 846
2024
Q2 		$7K Hold
425
– – ﹤0.01% 876
2024
Q1 		$8.46K Hold
425
– – ﹤0.01% 849
2023
Q4 		$9K Sell
425
-1,293
-75% -$27.9K ﹤0.01% 779
2023
Q3 		$37.4K Buy
+1,718
New +$38.1K 0.01% 506
2023
Q1 		$39K Sell
2,196
-458
-17% -$9.77K 0.02% 486
2022
Q4 		$56K Buy
2,654
+6
+0.2% +$142 0.08% 109
2022
Q3 		$61K Buy
+2,648
New +$76.7K 0.03% 358

Other funds holding BXMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BXMT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Blackstone Mortgage Trust (BXMT) in Q4 2024, closing a stake of 425 shares — an estimated $8K sold.

Householder Group Estate & Retirement Specialist first reported a position in BXMT in Q3 2022 and held it in 8 quarters. The position peaked at $61K in Q3 2022. 326 funds tracked by Wall St. Rank hold BXMT as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Blackstone Mortgage Trust position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 425 Blackstone Mortgage Trust shares in Q4 2024, an estimated $8K.
  • Householder Group Estate & Retirement Specialist first reported a position in Blackstone Mortgage Trust in Q3 2022 and held it in 8 quarters.
  • Householder Group Estate & Retirement Specialist's Blackstone Mortgage Trust position peaked at $61K in Q3 2022.
  • 326 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.