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Pinion Investment Advisors’s Blackstone Mortgage Trust BXMT Stock Holding History

Pinion Investment 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
2023
Q3 		– Sell
-12,775
Closed -$266K – 158
2023
Q2 		$266K Buy
+12,775
New +$235K 0.18% 137
2022
Q4 		– Sell
-9,287
Closed -$217K – 129
2022
Q3 		$217K Buy
+9,287
New +$269K 0.19% 140

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pinion Investment Advisors's BXMT Position: Q3 2023 in Review

Pinion Investment Advisors sold out of Blackstone Mortgage Trust (BXMT) in Q3 2023, closing a stake of 12,775 shares — an estimated $266K sold.

Pinion Investment Advisors first reported a position in BXMT in Q3 2022 and held it in 2 quarters. The position peaked at $266K in Q2 2023. 328 funds tracked by Wall St. Rank hold BXMT as of Q3 2023.

  • Pinion Investment Advisors reported no remaining Blackstone Mortgage Trust position as of Q3 2023 after selling out during the quarter.
  • Pinion Investment Advisors sold 12,775 Blackstone Mortgage Trust shares in Q3 2023, an estimated $266K.
  • Pinion Investment Advisors first reported a position in Blackstone Mortgage Trust in Q3 2022 and held it in 2 quarters.
  • Pinion Investment Advisors's Blackstone Mortgage Trust position peaked at $266K in Q2 2023.
  • 328 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q3 2023.

Based on Pinion Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.