CPG
MITT

Cornerstone Planning Group’s TPG Mortgage Investment Trust MITT Stock Holding History

Cornerstone Planning Group’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
2024
Q3 		– Sell
-552
Closed -$3.59K – 1338
2024
Q2 		$3.59K Buy
552
+13
+2% +$83 ﹤0.01% 644
2024
Q1 		$3.38K Buy
539
+25
+5% +$154 ﹤0.01% 584
2023
Q4 		$3.26K Buy
514
+25
+5% +$136 ﹤0.01% 575
2023
Q3 		$2.71K Buy
489
+13
+3% +$82 ﹤0.01% 606
2023
Q2 		$2.91K Buy
+476
New +$2.71K ﹤0.01% 1067
2022
Q4 		$2.83K Buy
+449
New +$2.32K ﹤0.01% 1095

Other funds holding MITT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 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
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cornerstone Planning Group's MITT Position: Q3 2024 in Review

Cornerstone Planning Group sold out of TPG Mortgage Investment Trust (MITT) in Q3 2024, closing a stake of 552 shares — an estimated $3.59K sold.

Cornerstone Planning Group first reported a position in MITT in Q4 2022 and held it in 6 quarters. The position peaked at $3.59K in Q2 2024. 92 funds tracked by Wall St. Rank hold MITT as of Q3 2024.

  • Cornerstone Planning Group reported no remaining TPG Mortgage Investment Trust position as of Q3 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 552 TPG Mortgage Investment Trust shares in Q3 2024, an estimated $3.59K.
  • Cornerstone Planning Group first reported a position in TPG Mortgage Investment Trust in Q4 2022 and held it in 6 quarters.
  • Cornerstone Planning Group's TPG Mortgage Investment Trust position peaked at $3.59K in Q2 2024.
  • 92 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q3 2024.

Based on Cornerstone Planning Group's 13F filing for Q3 2024, filed 5 Nov 2024.