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Abich Financial Wealth Management’s Claros Mortgage Trust CMTG Stock Holding History

Abich Financial Wealth Management’s Portfolio CMTG Stock Details CMTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-154
Closed -$1.24K – 463
2024
Q2 		$1.24K Buy
+154
New +$1.31K ﹤0.01% 568

Other funds holding CMTG

HI
Hyundai Investments Yeongdeungopo-Gu, Seoul, South Korea $92.3M AUM 0.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return
WI
Wafra Inc New York $5.88M AUM 19.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Abich Financial Wealth Management's CMTG Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of Claros Mortgage Trust (CMTG) in Q3 2024, closing a stake of 154 shares — an estimated $1.24K sold.

Abich Financial Wealth Management first reported a position in CMTG in Q2 2024 and held it in 1 quarter. The position peaked at $1.24K in Q2 2024. 102 funds tracked by Wall St. Rank hold CMTG as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining Claros Mortgage Trust position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 154 Claros Mortgage Trust shares in Q3 2024, an estimated $1.24K.
  • Abich Financial Wealth Management first reported a position in Claros Mortgage Trust in Q2 2024 and held it in 1 quarter.
  • Abich Financial Wealth Management's Claros Mortgage Trust position peaked at $1.24K in Q2 2024.
  • 102 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.