BerganKDV Wealth Management’s Granite Point Mortgage Trust GPMT Stock Holding History

BerganKDV Wealth Management’s Portfolio GPMT Stock Details GPMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$5.3K	Buy	+1,000	New	+$4.75K	﹤0.01%	604

Other funds holding GPMT

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BerganKDV Wealth Management's GPMT Position: Q2 2023 in Review

BerganKDV Wealth Management opened a new position in Granite Point Mortgage Trust (GPMT) in Q2 2023: 1,000 shares worth $5.3K. The stake represents ﹤0.01% of the portfolio and ranks #604 among its holdings.

133 funds tracked by Wall St. Rank hold GPMT as of Q2 2023.

BerganKDV Wealth Management held 1,000 shares of Granite Point Mortgage Trust worth $5.3K as of Q2 2023.
Granite Point Mortgage Trust was a new BerganKDV Wealth Management position in Q2 2023.
Granite Point Mortgage Trust made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #604 holding.
133 funds tracked by Wall St. Rank held Granite Point Mortgage Trust as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.