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Wealthspire Advisors (Maryland)’s Blackstone Mortgage Trust BXMT Stock Holding History

Wealthspire Advisors (Maryland)’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
Q1 		– Sell
-7,689
Closed -$286K – 439
2019
Q4 		$286K Buy
7,689
+11
+0.1% +$400 0.02% 391
2019
Q3 		$275K Buy
7,678
+11
+0.1% +$391 0.02% 366
2019
Q2 		$273K Buy
7,667
+11
+0.1% +$391 0.02% 374
2019
Q1 		$265K Buy
7,656
+32
+0.4% +$1.09K 0.02% 386
2018
Q4 		$243K Buy
7,624
+28
+0.4% +$948 0.02% 366
2018
Q3 		$255K Buy
7,596
+11
+0.1% +$367 0.02% 398
2018
Q2 		$238K Sell
7,585
-494
-6% -$15.6K 0.02% 414
2018
Q1 		$254K Sell
8,079
-1,259
-13% -$39.5K 0.02% 401
2017
Q4 		$300K Sell
9,338
-1,959
-17% -$62.9K 0.03% 370
2017
Q3 		$350K Sell
11,297
-701
-6% -$21.8K 0.04% 324
2017
Q2 		$379K Buy
11,998
+11,518
+2,400% +$359K 0.04% 280
2017
Q1 		$15K Buy
480
+13
+3% +$401 ﹤0.01% 1177
2016
Q4 		$14K Buy
467
+6
+1% +$179 ﹤0.01% 1111
2016
Q3 		$14K Buy
461
+5
+1% +$145 ﹤0.01% 1162
2016
Q2 		$13K Sell
456
-444
-49% -$12.3K ﹤0.01% 1130
2016
Q1 		$24K Buy
+900
New +$22.7K ﹤0.01% 897

Other funds holding BXMT

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GAM
GVO Asset Management Zug, Switzerland $1.07M AUM 24.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BXMT Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of Blackstone Mortgage Trust (BXMT) in Q1 2020, closing a stake of 7,689 shares — an estimated $286K sold.

Wealthspire Advisors (Maryland) first reported a position in BXMT in Q1 2016 and held it in 16 quarters. The position peaked at $379K in Q2 2017. 320 funds tracked by Wall St. Rank hold BXMT as of Q1 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Blackstone Mortgage Trust position as of Q1 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 7,689 Blackstone Mortgage Trust shares in Q1 2020, an estimated $286K.
  • Wealthspire Advisors (Maryland) first reported a position in Blackstone Mortgage Trust in Q1 2016 and held it in 16 quarters.
  • Wealthspire Advisors (Maryland)'s Blackstone Mortgage Trust position peaked at $379K in Q2 2017.
  • 320 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.