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Valeo Financial Advisors’s Blackstone Mortgage Trust BXMT Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-227
Closed -$5K – 1657
2020
Q2 		$5K Buy
227
+7
+3% +$161 ﹤0.01% 1505
2020
Q1 		$5K Buy
220
+3
+1% +$102 ﹤0.01% 1289
2019
Q4 		$8K Buy
+217
New +$7.9K ﹤0.01% 1159

Other funds holding BXMT

BlackRock
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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valeo Financial Advisors's BXMT Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Blackstone Mortgage Trust (BXMT) in Q3 2020, closing a stake of 227 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in BXMT in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 288 funds tracked by Wall St. Rank hold BXMT as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Blackstone Mortgage Trust position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 227 Blackstone Mortgage Trust shares in Q3 2020, an estimated $5K.
  • Valeo Financial Advisors first reported a position in Blackstone Mortgage Trust in Q4 2019 and held it in 3 quarters.
  • Valeo Financial Advisors's Blackstone Mortgage Trust position peaked at $8K in Q4 2019.
  • 288 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.