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Prevail Innovative Wealth Advisors’s Blackstone Mortgage Trust BXMT Stock Holding History

Prevail Innovative 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
Q3 		– Sell
-175,733
Closed -$3.06M – 168
2024
Q2 		$3.06M Buy
+175,733
New +$3.17M 1.08% 24

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

Prevail Innovative Wealth Advisors's BXMT Position: Q3 2024 in Review

Prevail Innovative Wealth Advisors sold out of Blackstone Mortgage Trust (BXMT) in Q3 2024, closing a stake of 175,733 shares — an estimated $3.06M sold.

Prevail Innovative Wealth Advisors first reported a position in BXMT in Q2 2024 and held it in 1 quarter. The position peaked at $3.06M in Q2 2024. 327 funds tracked by Wall St. Rank hold BXMT as of Q3 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Blackstone Mortgage Trust position as of Q3 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 175,733 Blackstone Mortgage Trust shares in Q3 2024, an estimated $3.06M.
  • Prevail Innovative Wealth Advisors first reported a position in Blackstone Mortgage Trust in Q2 2024 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's Blackstone Mortgage Trust position peaked at $3.06M in Q2 2024.
  • 327 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q3 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.