SFS
BXMT icon

Sowell Financial Services’s Blackstone Mortgage Trust BXMT Stock Holding History

Sowell Financial Services’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
Q4 		– Sell
-43,219
Closed -$842K – 514
2024
Q3 		$842K Buy
43,219
+281
+0.7% +$5.16K 0.04% 368
2024
Q2 		$775K Sell
42,938
-982
-2% -$17.7K 0.04% 372
2024
Q1 		$902K Sell
43,920
-4,640
-10% -$93.4K 0.04% 360
2023
Q4 		$1.06M Sell
48,560
-1,831
-4% -$39.5K 0.06% 314
2023
Q3 		$1.13M Buy
50,391
+816
+2% +$18.1K 0.07% 294
2023
Q2 		$1.06M Buy
+49,575
New +$911K 0.06% 345
2023
Q1 		– Sell
-43,407
Closed -$946K – 766
2022
Q4 		$946K Buy
+43,407
New +$1.03M 0.06% 324
2021
Q2 		– Sell
-27,811
Closed -$875K – 843
2021
Q1 		$875K Buy
27,811
+7,059
+34% +$205K 0.03% 451
2020
Q4 		$571K Hold
20,752
– – 0.02% 484
2020
Q3 		$456K Buy
20,752
+252
+1% +$5.9K 0.02% 490
2020
Q2 		$494K Buy
20,500
+443
+2% +$10.2K 0.03% 458
2020
Q1 		$373K Sell
20,057
-2,799
-12% -$95.1K 0.03% 488
2019
Q4 		$851K Hold
22,856
– – 0.06% 310
2019
Q3 		$819K Buy
+22,856
New +$813K 0.07% 288
2019
Q1 		$781K Sell
22,611
-6,245
-22% -$212K 0.09% 245
2018
Q4 		$919K Buy
+28,856
New +$977K 0.13% 174
2018
Q3 		– Sell
-8,695
Closed -$287K – 378
2018
Q2 		$287K Buy
+8,695
New +$274K 0.06% 228
2016
Q4 		– Hold
0
– – – 518

Other funds holding BXMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.9B AUM 23.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sowell Financial Services's BXMT Position: Q4 2024 in Review

Sowell Financial Services sold out of Blackstone Mortgage Trust (BXMT) in Q4 2024, closing a stake of 43,219 shares — an estimated $842K sold.

Sowell Financial Services first reported a position in BXMT in Q2 2018 and held it in 17 quarters. The position peaked at $1.13M in Q3 2023. 325 funds tracked by Wall St. Rank hold BXMT as of Q4 2024.

  • Sowell Financial Services reported no remaining Blackstone Mortgage Trust position as of Q4 2024 after selling out during the quarter.
  • Sowell Financial Services sold 43,219 Blackstone Mortgage Trust shares in Q4 2024, an estimated $842K.
  • Sowell Financial Services first reported a position in Blackstone Mortgage Trust in Q2 2018 and held it in 17 quarters.
  • Sowell Financial Services's Blackstone Mortgage Trust position peaked at $1.13M in Q3 2023.
  • 325 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.