EWM
MITT

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

Edge 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
Q1 		– Sell
-138
Closed -$1K – 303
2021
Q4 		$1K Buy
138
+2
+1% +$23 ﹤0.01% 473
2021
Q3 		$2K Hold
136
– – ﹤0.01% 441
2021
Q2 		$2K Buy
136
+2
+1% +$25 ﹤0.01% 386
2021
Q1 		$2K Buy
134
+1
+0.8% +$11 ﹤0.01% 377
2020
Q4 		$1K Hold
133
– – ﹤0.01% 351
2020
Q3 		$1K Hold
133
– – ﹤0.01% 407
2020
Q2 		$1K Hold
133
– – ﹤0.01% 638
2020
Q1 		$1K Buy
+133
New +$5.32K ﹤0.01% 584
2017
Q2 		– Sell
-333
Closed -$25K – 557
2017
Q1 		$25K Hold
333
– – 0.01% 272
2016
Q4 		$24K Buy
+333
New +$16.5K 0.01% 255

Other funds holding MITT

BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edge Wealth Management's MITT Position: Q1 2022 in Review

Edge Wealth Management sold out of TPG Mortgage Investment Trust (MITT) in Q1 2022, closing a stake of 138 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in MITT in Q4 2016 and held it in 10 quarters. The position peaked at $25K in Q1 2017. 52 funds tracked by Wall St. Rank hold MITT as of Q1 2022.

  • Edge Wealth Management reported no remaining TPG Mortgage Investment Trust position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 138 TPG Mortgage Investment Trust shares in Q1 2022, an estimated $1K.
  • Edge Wealth Management first reported a position in TPG Mortgage Investment Trust in Q4 2016 and held it in 10 quarters.
  • Edge Wealth Management's TPG Mortgage Investment Trust position peaked at $25K in Q1 2017.
  • 52 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.