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Laidlaw Wealth Management’s Blackstone Mortgage Trust BXMT Stock Holding History

Laidlaw 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
2022
Q4 		– Sell
-12,705
Closed -$297K – 369
2022
Q3 		$297K Sell
12,705
-575
-4% -$16.7K 0.07% 237
2022
Q2 		$367K Sell
13,280
-2,705
-17% -$81.9K 0.07% 234
2022
Q1 		$508K Buy
+15,985
New +$502K 0.08% 217

Other funds holding BXMT

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
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

Laidlaw Wealth Management's BXMT Position: Q4 2022 in Review

Laidlaw Wealth Management sold out of Blackstone Mortgage Trust (BXMT) in Q4 2022, closing a stake of 12,705 shares — an estimated $297K sold.

Laidlaw Wealth Management first reported a position in BXMT in Q1 2022 and held it in 3 quarters. The position peaked at $508K in Q1 2022. 348 funds tracked by Wall St. Rank hold BXMT as of Q4 2022.

  • Laidlaw Wealth Management reported no remaining Blackstone Mortgage Trust position as of Q4 2022 after selling out during the quarter.
  • Laidlaw Wealth Management sold 12,705 Blackstone Mortgage Trust shares in Q4 2022, an estimated $297K.
  • Laidlaw Wealth Management first reported a position in Blackstone Mortgage Trust in Q1 2022 and held it in 3 quarters.
  • Laidlaw Wealth Management's Blackstone Mortgage Trust position peaked at $508K in Q1 2022.
  • 348 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q4 2022.

Based on Laidlaw Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.