Corient Private Wealth’s TPG Mortgage Investment Trust MITT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
– Sell
-10,613
Closed -$67.4K – 2332
2023
Q4
$67.4K Sell
10,613
-1,512
-12% -$8.21K ﹤0.01% 2182
2023
Q3
$67.3K Sell
12,125
-321
-3% -$2.04K ﹤0.01% 2062
2023
Q2
$76.2K Sell
12,446
-1,173
-9% -$6.67K ﹤0.01% 1995
2023
Q1
$78.3K Sell
13,619
-329
-2% -$1.99K ﹤0.01% 1908
2022
Q4
$74.1K Buy
+13,948
New +$72K ﹤0.01% 1597

Other funds holding MITT

Corient Private Wealth's MITT Position: Q1 2024 in Review

Corient Private Wealth sold out of TPG Mortgage Investment Trust (MITT) in Q1 2024, closing a stake of 10,613 shares — an estimated $67.4K sold.

Corient Private Wealth first reported a position in MITT in Q4 2022 and held it in 5 quarters. The position peaked at $78.3K in Q1 2023. 77 funds tracked by Wall St. Rank hold MITT as of Q1 2024.

  • Corient Private Wealth reported no remaining TPG Mortgage Investment Trust position as of Q1 2024 after selling out during the quarter.
  • Corient Private Wealth sold 10,613 TPG Mortgage Investment Trust shares in Q1 2024, an estimated $67.4K.
  • Corient Private Wealth first reported a position in TPG Mortgage Investment Trust in Q4 2022 and held it in 5 quarters.
  • Corient Private Wealth's TPG Mortgage Investment Trust position peaked at $78.3K in Q1 2023.
  • 77 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q1 2024.

Based on Corient Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.