VisionPoint Advisory Group’s Blackstone Mortgage Trust BXMT Stock Holding History

VisionPoint Advisory Group’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 Q4	–	Sell	-743	Closed	-$16.2K	–	765
2023 Q3	$16.2K	Buy	+743	New	+$16.5K	0.01%	401
2020 Q1	–	Sell	-5,800	Closed	-$216K	–	120
2019 Q4	$216K	Buy	+5,800	New	+$211K	0.09%	115

Other funds holding BXMT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LCM

LDR Capital Management New York $74.4M AUM 7.16% 1-Year Est. Return

VisionPoint Advisory Group's BXMT Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Blackstone Mortgage Trust (BXMT) in Q4 2023, closing a stake of 743 shares — an estimated $16.2K sold.

VisionPoint Advisory Group first reported a position in BXMT in Q4 2019 and held it in 2 quarters. The position peaked at $216K in Q4 2019. 342 funds tracked by Wall St. Rank hold BXMT as of Q4 2023.

VisionPoint Advisory Group reported no remaining Blackstone Mortgage Trust position as of Q4 2023 after selling out during the quarter.
VisionPoint Advisory Group sold 743 Blackstone Mortgage Trust shares in Q4 2023, an estimated $16.2K.
VisionPoint Advisory Group first reported a position in Blackstone Mortgage Trust in Q4 2019 and held it in 2 quarters.
VisionPoint Advisory Group's Blackstone Mortgage Trust position peaked at $216K in Q4 2019.
342 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.