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Wealthcare Advisory Partners’s Blackstone Mortgage Trust BXMT Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-865
Closed -$27K – 731
2021
Q1 		$27K Buy
+865
New +$25.2K ﹤0.01% 1096
2020
Q2 		– Sell
-781
Closed -$15K – 451
2020
Q1 		$15K Buy
+781
New +$26.5K ﹤0.01% 802

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 $9.01B AUM 30.26% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthcare Advisory Partners's BXMT Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Blackstone Mortgage Trust (BXMT) in Q2 2021, closing a stake of 865 shares — an estimated $27K sold.

Wealthcare Advisory Partners first reported a position in BXMT in Q1 2020 and held it in 2 quarters. The position peaked at $27K in Q1 2021. 325 funds tracked by Wall St. Rank hold BXMT as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Blackstone Mortgage Trust position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 865 Blackstone Mortgage Trust shares in Q2 2021, an estimated $27K.
  • Wealthcare Advisory Partners first reported a position in Blackstone Mortgage Trust in Q1 2020 and held it in 2 quarters.
  • Wealthcare Advisory Partners's Blackstone Mortgage Trust position peaked at $27K in Q1 2021.
  • 325 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.