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Maia Wealth’s Blackstone Mortgage Trust BXMT Stock Holding History

Maia Wealth’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
-11,664
Closed -$221K – 331
2024
Q3 		$221K Sell
11,664
-5,205
-31% -$95.6K 0.05% 236
2024
Q2 		$321K Buy
+16,869
New +$304K 0.1% 152
2023
Q4 		$286K Buy
+13,462
New +$290K 0.12% 146

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
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

Maia Wealth's BXMT Position: Q4 2024 in Review

Maia Wealth sold out of Blackstone Mortgage Trust (BXMT) in Q4 2024, closing a stake of 11,664 shares — an estimated $221K sold.

Maia Wealth first reported a position in BXMT in Q4 2023 and held it in 3 quarters. The position peaked at $321K in Q2 2024. 326 funds tracked by Wall St. Rank hold BXMT as of Q4 2024.

  • Maia Wealth reported no remaining Blackstone Mortgage Trust position as of Q4 2024 after selling out during the quarter.
  • Maia Wealth sold 11,664 Blackstone Mortgage Trust shares in Q4 2024, an estimated $221K.
  • Maia Wealth first reported a position in Blackstone Mortgage Trust in Q4 2023 and held it in 3 quarters.
  • Maia Wealth's Blackstone Mortgage Trust position peaked at $321K in Q2 2024.
  • 326 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q4 2024.

Based on Maia Wealth's 13F filing for Q4 2024, filed 5 Feb 2025.