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Toth Financial Advisory’s Blackstone Mortgage Trust BXMT Stock Holding History

Toth Financial Advisory’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
Q3 		– Sell
-500
Closed -$10.4K – 768
2023
Q2 		$10.4K Buy
+500
New +$9.19K ﹤0.01% 459

Other funds holding BXMT

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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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Toth Financial Advisory's BXMT Position: Q3 2023 in Review

Toth Financial Advisory sold out of Blackstone Mortgage Trust (BXMT) in Q3 2023, closing a stake of 500 shares — an estimated $10.4K sold.

Toth Financial Advisory first reported a position in BXMT in Q2 2023 and held it in 1 quarter. The position peaked at $10.4K in Q2 2023. 328 funds tracked by Wall St. Rank hold BXMT as of Q3 2023.

  • Toth Financial Advisory reported no remaining Blackstone Mortgage Trust position as of Q3 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 500 Blackstone Mortgage Trust shares in Q3 2023, an estimated $10.4K.
  • Toth Financial Advisory first reported a position in Blackstone Mortgage Trust in Q2 2023 and held it in 1 quarter.
  • Toth Financial Advisory's Blackstone Mortgage Trust position peaked at $10.4K in Q2 2023.
  • 328 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q3 2023.

Based on Toth Financial Advisory's 13F filing for Q3 2023, filed 12 Oct 2023.