Ellevest Inc’s Angel Oak Mortgage REIT AOMR Stock Holding History

Ellevest Inc’s Portfolio AOMR Stock Details AOMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-144	Closed	-$1.05K	–	432
2023 Q1	$1.05K	Buy	+144	New	+$1.06K	﹤0.01%	1571

Other funds holding AOMR

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VCM

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 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

Ellevest Inc's AOMR Position: Q2 2023 in Review

Ellevest Inc sold out of Angel Oak Mortgage REIT (AOMR) in Q2 2023, closing a stake of 144 shares — an estimated $1.05K sold.

Ellevest Inc first reported a position in AOMR in Q1 2023 and held it in 1 quarter. The position peaked at $1.05K in Q1 2023. 46 funds tracked by Wall St. Rank hold AOMR as of Q2 2023.

Ellevest Inc reported no remaining Angel Oak Mortgage REIT position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 144 Angel Oak Mortgage REIT shares in Q2 2023, an estimated $1.05K.
Ellevest Inc first reported a position in Angel Oak Mortgage REIT in Q1 2023 and held it in 1 quarter.
Ellevest Inc's Angel Oak Mortgage REIT position peaked at $1.05K in Q1 2023.
46 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.