CWM
AOMR

Castle Wealth Management’s Angel Oak Mortgage REIT AOMR Stock Holding History

Castle Wealth Management’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
2022
Q4 		– Sell
-224
Closed -$3K – 132
2022
Q3 		$3K Buy
224
+7
+3% +$99 ﹤0.01% 531
2022
Q2 		$3K Buy
+217
New +$3.21K ﹤0.01% 525

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
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 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
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Castle Wealth Management's AOMR Position: Q4 2022 in Review

Castle Wealth Management sold out of Angel Oak Mortgage REIT (AOMR) in Q4 2022, closing a stake of 224 shares — an estimated $3K sold.

Castle Wealth Management first reported a position in AOMR in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 47 funds tracked by Wall St. Rank hold AOMR as of Q4 2022.

  • Castle Wealth Management reported no remaining Angel Oak Mortgage REIT position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 224 Angel Oak Mortgage REIT shares in Q4 2022, an estimated $3K.
  • Castle Wealth Management first reported a position in Angel Oak Mortgage REIT in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Angel Oak Mortgage REIT position peaked at $3K in Q3 2022.
  • 47 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.