Tradition Wealth Management’s Blackstone Mortgage Trust BXMT Stock Holding History

Tradition 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
2023 Q2	–	Sell	-470	Closed	-$8K	–	1388
2023 Q1	$8K	Sell	470 -1,886	-80%	-$40.2K	﹤0.01%	1045
2022 Q4	$50K	Sell	2,356 -1,451	-38%	-$34.4K	0.01%	523
2022 Q3	$89K	Buy	3,807 +39	+1%	+$1.13K	0.01%	381
2022 Q2	$104K	Buy	3,768 +34	+0.9%	+$1.03K	0.02%	352
2022 Q1	$119K	Buy	3,734 +504	+16%	+$15.8K	0.02%	369
2021 Q4	$99K	Buy	3,230 +1,532	+90%	+$48.7K	0.01%	401
2021 Q3	$51K	Buy	1,698 +33	+2%	+$1.05K	0.01%	501
2021 Q2	$53K	Buy	1,665 +31	+2%	+$998	0.01%	507
2021 Q1	$51K	Buy	1,634 +37	+2%	+$1.08K	0.01%	432
2020 Q4	$44K	Buy	+1,597	New	+$40.3K	0.01%	434

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

Tradition Wealth Management's BXMT Position: Q2 2023 in Review

Tradition Wealth Management sold out of Blackstone Mortgage Trust (BXMT) in Q2 2023, closing a stake of 470 shares — an estimated $8K sold.

Tradition Wealth Management first reported a position in BXMT in Q4 2020 and held it in 10 quarters. The position peaked at $119K in Q1 2022. 311 funds tracked by Wall St. Rank hold BXMT as of Q2 2023.

Tradition Wealth Management reported no remaining Blackstone Mortgage Trust position as of Q2 2023 after selling out during the quarter.
Tradition Wealth Management sold 470 Blackstone Mortgage Trust shares in Q2 2023, an estimated $8K.
Tradition Wealth Management first reported a position in Blackstone Mortgage Trust in Q4 2020 and held it in 10 quarters.
Tradition Wealth Management's Blackstone Mortgage Trust position peaked at $119K in Q1 2022.
311 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2023.

Based on Tradition Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.