AWM
WMC

AE Wealth Management’s Western Asset Mortgage Capital Corporation WMC Stock Holding History

AE Wealth Management’s Portfolio WMC Stock Details WMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,966
Closed -$24K – 1916
2022
Q2 		$24K Sell
1,966
-21,059
-91% -$285K ﹤0.01% 1696
2022
Q1 		$394K Sell
23,025
-10,745
-32% -$210K ﹤0.01% 1306
2021
Q4 		$713K Sell
33,770
-252
-0.7% -$5.97K 0.01% 1099
2021
Q3 		$888K Buy
34,022
+11,353
+50% +$324K 0.01% 911
2021
Q2 		$737K Buy
22,669
+20,071
+773% +$665K 0.01% 957
2021
Q1 		$83K Buy
2,598
+1,012
+64% +$32K ﹤0.01% 1443
2020
Q4 		$52K Buy
1,586
+254
+19% +$6.87K ﹤0.01% 1329
2020
Q3 		$27K Buy
1,332
+114
+9% +$2.53K ﹤0.01% 1254
2020
Q2 		$33K Buy
1,218
+34
+3% +$871 ﹤0.01% 1233
2020
Q1 		$27K Buy
+1,184
New +$108K ﹤0.01% 1084

Other funds holding WMC

BPCM
Beach Point Capital Management Santa Monica, California $253M AUM 16.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
CC
Centiva Capital New York $2.15B AUM 20% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return