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

Monograph 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
2024
Q2 		– Sell
-10,000
Closed -$205K – 122
2024
Q1 		$205K Buy
+10,000
New +$201K 0.03% 148

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Monograph Wealth Advisors's BXMT Position: Q2 2024 in Review

Monograph Wealth Advisors sold out of Blackstone Mortgage Trust (BXMT) in Q2 2024, closing a stake of 10,000 shares — an estimated $205K sold.

Monograph Wealth Advisors first reported a position in BXMT in Q1 2024 and held it in 1 quarter. The position peaked at $205K in Q1 2024. 321 funds tracked by Wall St. Rank hold BXMT as of Q2 2024.

  • Monograph Wealth Advisors reported no remaining Blackstone Mortgage Trust position as of Q2 2024 after selling out during the quarter.
  • Monograph Wealth Advisors sold 10,000 Blackstone Mortgage Trust shares in Q2 2024, an estimated $205K.
  • Monograph Wealth Advisors first reported a position in Blackstone Mortgage Trust in Q1 2024 and held it in 1 quarter.
  • Monograph Wealth Advisors's Blackstone Mortgage Trust position peaked at $205K in Q1 2024.
  • 321 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2024.

Based on Monograph Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.