KWM
AOMR

Kingsview Wealth Management’s Angel Oak Mortgage REIT AOMR Stock Holding History

Kingsview Wealth Management’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
2024
Q3 		– Sell
-16,734
Closed -$219K – 1088
2024
Q2 		$219K Buy
+16,734
New +$195K 0.01% 954

Other funds holding AOMR

DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

Kingsview Wealth Management's AOMR Position: Q3 2024 in Review

Kingsview Wealth Management sold out of Angel Oak Mortgage REIT (AOMR) in Q3 2024, closing a stake of 16,734 shares — an estimated $219K sold.

Kingsview Wealth Management first reported a position in AOMR in Q2 2024 and held it in 1 quarter. The position peaked at $219K in Q2 2024. 75 funds tracked by Wall St. Rank hold AOMR as of Q3 2024.

  • Kingsview Wealth Management reported no remaining Angel Oak Mortgage REIT position as of Q3 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 16,734 Angel Oak Mortgage REIT shares in Q3 2024, an estimated $219K.
  • Kingsview Wealth Management first reported a position in Angel Oak Mortgage REIT in Q2 2024 and held it in 1 quarter.
  • Kingsview Wealth Management's Angel Oak Mortgage REIT position peaked at $219K in Q2 2024.
  • 75 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q3 2024.

Based on Kingsview Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.