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

V 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
2022
Q4 		– Sell
-20,699
Closed -$483K – 367
2022
Q3 		$483K Buy
20,699
+2,110
+11% +$61.1K 0.1% 204
2022
Q2 		$514K Buy
+18,589
New +$562K 0.1% 215

Other funds holding BXMT

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LCM
LDR Capital Management New York $74.4M AUM 7.16% 1-Year Est. Return

V Wealth Advisors's BXMT Position: Q4 2022 in Review

V Wealth Advisors sold out of Blackstone Mortgage Trust (BXMT) in Q4 2022, closing a stake of 20,699 shares — an estimated $483K sold.

V Wealth Advisors first reported a position in BXMT in Q2 2022 and held it in 2 quarters. The position peaked at $514K in Q2 2022. 348 funds tracked by Wall St. Rank hold BXMT as of Q4 2022.

  • V Wealth Advisors reported no remaining Blackstone Mortgage Trust position as of Q4 2022 after selling out during the quarter.
  • V Wealth Advisors sold 20,699 Blackstone Mortgage Trust shares in Q4 2022, an estimated $483K.
  • V Wealth Advisors first reported a position in Blackstone Mortgage Trust in Q2 2022 and held it in 2 quarters.
  • V Wealth Advisors's Blackstone Mortgage Trust position peaked at $514K in Q2 2022.
  • 348 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q4 2022.

Based on V Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.