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Sheets Smith Wealth Management’s Blackstone Mortgage Trust BXMT Stock Holding History

Sheets Smith Wealth Management’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
2022
Q3 		– Sell
-8,000
Closed -$221K – 302
2022
Q2 		$221K Buy
+8,000
New +$242K 0.04% 277
2022
Q1 		– Sell
-8,160
Closed -$250K – 359
2021
Q4 		$250K Buy
+8,160
New +$259K 0.03% 334

Other funds holding BXMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LCM
LDR Capital Management New York $74.4M AUM 7.16% 1-Year Est. Return

Sheets Smith Wealth Management's BXMT Position: Q3 2022 in Review

Sheets Smith Wealth Management sold out of Blackstone Mortgage Trust (BXMT) in Q3 2022, closing a stake of 8,000 shares — an estimated $221K sold.

Sheets Smith Wealth Management first reported a position in BXMT in Q4 2021 and held it in 2 quarters. The position peaked at $250K in Q4 2021. 330 funds tracked by Wall St. Rank hold BXMT as of Q3 2022.

  • Sheets Smith Wealth Management reported no remaining Blackstone Mortgage Trust position as of Q3 2022 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 8,000 Blackstone Mortgage Trust shares in Q3 2022, an estimated $221K.
  • Sheets Smith Wealth Management first reported a position in Blackstone Mortgage Trust in Q4 2021 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Blackstone Mortgage Trust position peaked at $250K in Q4 2021.
  • 330 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q3 2022.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2022, filed 1 Nov 2022.