CWM
MITT

Castle Wealth Management’s TPG Mortgage Investment Trust MITT Stock Holding History

Castle Wealth Management’s Portfolio MITT Stock Details MITT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-50
Closed – – 412
2022
Q3 		$0 Hold
50
– – ﹤0.01% 709
2022
Q2 		$0 Buy
+50
New +$384 ﹤0.01% 691

Other funds holding MITT

BPCM
Beach Point Capital Management Santa Monica, California $254M 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 $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Castle Wealth Management sold out of TPG Mortgage Investment Trust (MITT) in Q4 2022, closing a stake of 50 shares.

Castle Wealth Management first reported a position in MITT in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 47 funds tracked by Wall St. Rank hold MITT as of Q4 2022.

  • Castle Wealth Management reported no remaining TPG Mortgage Investment Trust position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 50 TPG Mortgage Investment Trust shares in Q4 2022.
  • Castle Wealth Management first reported a position in TPG Mortgage Investment Trust in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's TPG Mortgage Investment Trust position peaked at $0 in Q3 2022.
  • 47 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q4 2022.

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