Concord Wealth Partners’s Granite Point Mortgage Trust GPMT Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-43	Closed	-$230	–	1093
2022 Q4	$230	Buy	+43	New	+$279	﹤0.01%	1197
2022 Q3	–	Sell	-43	Closed	–	–	548
2022 Q2	$0	Hold	43	–	–	﹤0.01%	1284
2022 Q1	$0	Hold	43	–	–	﹤0.01%	1319
2021 Q4	$1K	Buy	+43	New	+$551	﹤0.01%	1222

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

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

AWA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Concord Wealth Partners's GPMT Position: Q1 2023 in Review

Concord Wealth Partners sold out of Granite Point Mortgage Trust (GPMT) in Q1 2023, closing a stake of 43 shares — an estimated $230 sold.

Concord Wealth Partners first reported a position in GPMT in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q4 2021. 155 funds tracked by Wall St. Rank hold GPMT as of Q1 2023.

Concord Wealth Partners reported no remaining Granite Point Mortgage Trust position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 43 Granite Point Mortgage Trust shares in Q1 2023, an estimated $230.
Concord Wealth Partners first reported a position in Granite Point Mortgage Trust in Q4 2021 and held it in 4 quarters.
Concord Wealth Partners's Granite Point Mortgage Trust position peaked at $1K in Q4 2021.
155 funds tracked by Wall St. Rank held Granite Point Mortgage Trust as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.