HWA
MITT

HCR Wealth Advisors’s TPG Mortgage Investment Trust MITT Stock Holding History

HCR Wealth Advisors’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
2021
Q3 		– Sell
-3,333
Closed -$43K – 202
2021
Q2 		$43K Hold
3,333
– – 0.01% 189
2021
Q1 		$40K Buy
+3,333
New +$37.9K 0.01% 178

Other funds holding MITT

BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HCR Wealth Advisors's MITT Position: Q3 2021 in Review

HCR Wealth Advisors sold out of TPG Mortgage Investment Trust (MITT) in Q3 2021, closing a stake of 3,333 shares — an estimated $43K sold.

HCR Wealth Advisors first reported a position in MITT in Q1 2021 and held it in 2 quarters. The position peaked at $43K in Q2 2021. 44 funds tracked by Wall St. Rank hold MITT as of Q3 2021.

  • HCR Wealth Advisors reported no remaining TPG Mortgage Investment Trust position as of Q3 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 3,333 TPG Mortgage Investment Trust shares in Q3 2021, an estimated $43K.
  • HCR Wealth Advisors first reported a position in TPG Mortgage Investment Trust in Q1 2021 and held it in 2 quarters.
  • HCR Wealth Advisors's TPG Mortgage Investment Trust position peaked at $43K in Q2 2021.
  • 44 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q3 2021.

Based on HCR Wealth Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.