Lenox Wealth Advisors’s Blackstone Mortgage Trust BXMT Stock Holding History

Lenox Wealth 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
2021 Q2	–	Sell	-759	Closed	-$24K	–	702
2021 Q1	$24K	Hold	759	–	–	﹤0.01%	284
2020 Q4	$21K	Hold	759	–	–	﹤0.01%	305
2020 Q3	$17K	Hold	759	–	–	﹤0.01%	305
2020 Q2	$18K	Hold	759	–	–	﹤0.01%	304
2020 Q1	$14K	Hold	759	–	–	﹤0.01%	309
2019 Q4	$28K	Hold	759	–	–	﹤0.01%	270
2019 Q3	$27K	Buy	+759	New	+$27K	﹤0.01%	235

Other funds holding BXMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

Lenox Wealth Advisors's BXMT Position: Q2 2021 in Review

Lenox Wealth Advisors sold out of Blackstone Mortgage Trust (BXMT) in Q2 2021, closing a stake of 759 shares — an estimated $24K sold.

Lenox Wealth Advisors first reported a position in BXMT in Q3 2019 and held it in 7 quarters. The position peaked at $28K in Q4 2019. 325 funds tracked by Wall St. Rank hold BXMT as of Q2 2021.

Lenox Wealth Advisors reported no remaining Blackstone Mortgage Trust position as of Q2 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 759 Blackstone Mortgage Trust shares in Q2 2021, an estimated $24K.
Lenox Wealth Advisors first reported a position in Blackstone Mortgage Trust in Q3 2019 and held it in 7 quarters.
Lenox Wealth Advisors's Blackstone Mortgage Trust position peaked at $28K in Q4 2019.
325 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2021.

Based on Lenox Wealth Advisors's 13F filing for Q2 2021, filed 8 Jul 2021.