NWM
MITT

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

Napa 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
2024
Q1 		– Sell
-15,175
Closed -$96.4K – 96
2023
Q4 		$96.4K Buy
+15,175
New +$82.4K 0.05% 109

Other funds holding MITT

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Napa Wealth Management's MITT Position: Q1 2024 in Review

Napa Wealth Management sold out of TPG Mortgage Investment Trust (MITT) in Q1 2024, closing a stake of 15,175 shares — an estimated $96.4K sold.

Napa Wealth Management first reported a position in MITT in Q4 2023 and held it in 1 quarter. The position peaked at $96.4K in Q4 2023. 77 funds tracked by Wall St. Rank hold MITT as of Q1 2024.

  • Napa Wealth Management reported no remaining TPG Mortgage Investment Trust position as of Q1 2024 after selling out during the quarter.
  • Napa Wealth Management sold 15,175 TPG Mortgage Investment Trust shares in Q1 2024, an estimated $96.4K.
  • Napa Wealth Management first reported a position in TPG Mortgage Investment Trust in Q4 2023 and held it in 1 quarter.
  • Napa Wealth Management's TPG Mortgage Investment Trust position peaked at $96.4K in Q4 2023.
  • 77 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q1 2024.

Based on Napa Wealth Management's 13F filing for Q1 2024, filed 14 Aug 2024.