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

Wipfli 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
2022 Q3	$16K	Buy	+669	New	+$19.4K	﹤0.01%	1645

Other funds holding BXMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

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

Wipfli Financial Advisors's BXMT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Blackstone Mortgage Trust (BXMT) in Q3 2022: 669 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #1645 among its holdings.

330 funds tracked by Wall St. Rank hold BXMT as of Q3 2022.

Wipfli Financial Advisors held 669 shares of Blackstone Mortgage Trust worth $16K as of Q3 2022.
Blackstone Mortgage Trust was a new Wipfli Financial Advisors position in Q3 2022.
Blackstone Mortgage Trust made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1645 holding.
330 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.