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

Soltis 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
2021
Q3 		– Sell
-22,500
Closed -$718K – 247
2021
Q2 		$718K Buy
+22,500
New +$724K 0.11% 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
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Soltis Investment Advisors's BXMT Position: Q3 2021 in Review

Soltis Investment Advisors sold out of Blackstone Mortgage Trust (BXMT) in Q3 2021, closing a stake of 22,500 shares — an estimated $718K sold.

Soltis Investment Advisors first reported a position in BXMT in Q2 2021 and held it in 1 quarter. The position peaked at $718K in Q2 2021. 333 funds tracked by Wall St. Rank hold BXMT as of Q3 2021.

  • Soltis Investment Advisors reported no remaining Blackstone Mortgage Trust position as of Q3 2021 after selling out during the quarter.
  • Soltis Investment Advisors sold 22,500 Blackstone Mortgage Trust shares in Q3 2021, an estimated $718K.
  • Soltis Investment Advisors first reported a position in Blackstone Mortgage Trust in Q2 2021 and held it in 1 quarter.
  • Soltis Investment Advisors's Blackstone Mortgage Trust position peaked at $718K in Q2 2021.
  • 333 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q3 2021.

Based on Soltis Investment Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.