BWA
WMC

BDO Wealth Advisors’s Western Asset Mortgage Capital Corporation WMC Stock Holding History

BDO Wealth Advisors’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
2021
Q2 		– Sell
-50
Closed -$2K – 1233
2021
Q1 		$2K Buy
+50
New +$1.58K ﹤0.01% 1027

Other funds holding WMC

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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BDO Wealth Advisors's WMC Position: Q2 2021 in Review

BDO Wealth Advisors sold out of Western Asset Mortgage Capital Corporation (WMC) in Q2 2021, closing a stake of 50 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in WMC in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 73 funds tracked by Wall St. Rank hold WMC as of Q2 2021.

  • BDO Wealth Advisors reported no remaining Western Asset Mortgage Capital Corporation position as of Q2 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 50 Western Asset Mortgage Capital Corporation shares in Q2 2021, an estimated $2K.
  • BDO Wealth Advisors first reported a position in Western Asset Mortgage Capital Corporation in Q1 2021 and held it in 1 quarter.
  • BDO Wealth Advisors's Western Asset Mortgage Capital Corporation position peaked at $2K in Q1 2021.
  • 73 funds tracked by Wall St. Rank held Western Asset Mortgage Capital Corporation as of Q2 2021.

Based on BDO Wealth Advisors's 13F filing for Q2 2021, filed 3 Sep 2021.