Capstone Investment Advisors
AOMR

Capstone Investment Advisors’s Angel Oak Mortgage REIT AOMR Stock Holding History

Capstone Investment Advisors’s Portfolio AOMR Stock Details AOMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-11,600
Closed -$196K – 1841
2021
Q3 		$196K Sell
11,600
-196,479
-94% -$3.49M ﹤0.01% 1692
2021
Q2 		$3.72M Buy
+208,079
New +$3.75M 0.01% 808

Other funds holding AOMR

DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CC
Centiva Capital New York $13.6B AUM 20% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capstone Investment Advisors's AOMR Position: Q4 2021 in Review

Capstone Investment Advisors sold out of Angel Oak Mortgage REIT (AOMR) in Q4 2021, closing a stake of 11,600 shares — an estimated $196K sold.

Capstone Investment Advisors first reported a position in AOMR in Q2 2021 and held it in 2 quarters. The position peaked at $3.72M in Q2 2021. 39 funds tracked by Wall St. Rank hold AOMR as of Q4 2021.

  • Capstone Investment Advisors reported no remaining Angel Oak Mortgage REIT position as of Q4 2021 after selling out during the quarter.
  • Capstone Investment Advisors sold 11,600 Angel Oak Mortgage REIT shares in Q4 2021, an estimated $196K.
  • Capstone Investment Advisors first reported a position in Angel Oak Mortgage REIT in Q2 2021 and held it in 2 quarters.
  • Capstone Investment Advisors's Angel Oak Mortgage REIT position peaked at $3.72M in Q2 2021.
  • 39 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q4 2021.

Based on Capstone Investment Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.