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King Wealth Management Group’s Blackstone Mortgage Trust BXMT Stock Holding History

King Wealth Management Group’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
2023
Q4 		– Sell
-25,000
Closed -$544K – 142
2023
Q3 		$544K Hold
25,000
– – 0.11% 73
2023
Q2 		$520K Buy
+25,000
New +$460K 0.11% 80

Other funds holding BXMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LCM
LDR Capital Management New York $74.4M AUM 7.16% 1-Year Est. Return

King Wealth Management Group's BXMT Position: Q4 2023 in Review

King Wealth Management Group sold out of Blackstone Mortgage Trust (BXMT) in Q4 2023, closing a stake of 25,000 shares — an estimated $544K sold.

King Wealth Management Group first reported a position in BXMT in Q2 2023 and held it in 2 quarters. The position peaked at $544K in Q3 2023. 342 funds tracked by Wall St. Rank hold BXMT as of Q4 2023.

  • King Wealth Management Group reported no remaining Blackstone Mortgage Trust position as of Q4 2023 after selling out during the quarter.
  • King Wealth Management Group sold 25,000 Blackstone Mortgage Trust shares in Q4 2023, an estimated $544K.
  • King Wealth Management Group first reported a position in Blackstone Mortgage Trust in Q2 2023 and held it in 2 quarters.
  • King Wealth Management Group's Blackstone Mortgage Trust position peaked at $544K in Q3 2023.
  • 342 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q4 2023.

Based on King Wealth Management Group's 13F filing for Q4 2023, filed 8 Feb 2024.