TCI Wealth Advisors’s Blackstone Mortgage Trust BXMT Stock Holding History

TCI 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
2023 Q2	–	Sell	-408	Closed	-$7.28K	–	506
2023 Q1	$7.28K	Buy	408 +126	+45%	+$2.69K	﹤0.01%	1280
2022 Q4	$5.97K	Sell	282 -32	-10%	-$758	﹤0.01%	1405
2022 Q3	$7K	Hold	314	–	–	﹤0.01%	1229
2022 Q2	$9K	Sell	314 -409	-57%	-$12.4K	﹤0.01%	1060
2022 Q1	$23K	Buy	723 +215	+42%	+$6.75K	﹤0.01%	625
2021 Q4	$16K	Hold	508	–	–	﹤0.01%	807
2021 Q3	$15K	Buy	508 +194	+62%	+$6.16K	﹤0.01%	814
2021 Q2	$10K	Buy	314 +25	+9%	+$805	﹤0.01%	946
2021 Q1	$9K	Buy	+289	New	+$8.4K	﹤0.01%	890
2020 Q4	–	Sell	-73	Closed	-$2K	–	1549
2020 Q3	$2K	Buy	+73	New	+$1.71K	﹤0.01%	1080

Other funds holding BXMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

TCI Wealth Advisors's BXMT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Blackstone Mortgage Trust (BXMT) in Q2 2023, closing a stake of 408 shares — an estimated $7.28K sold.

TCI Wealth Advisors first reported a position in BXMT in Q3 2020 and held it in 10 quarters. The position peaked at $23K in Q1 2022. 311 funds tracked by Wall St. Rank hold BXMT as of Q2 2023.

TCI Wealth Advisors reported no remaining Blackstone Mortgage Trust position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 408 Blackstone Mortgage Trust shares in Q2 2023, an estimated $7.28K.
TCI Wealth Advisors first reported a position in Blackstone Mortgage Trust in Q3 2020 and held it in 10 quarters.
TCI Wealth Advisors's Blackstone Mortgage Trust position peaked at $23K in Q1 2022.
311 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.