Pinnacle Wealth Planning Services’s Granite Point Mortgage Trust GPMT Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio GPMT Stock Details GPMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-21,464	Closed	-$68K	–	463
2024 Q3	$68K	Buy	21,464 +2,770	+15%	+$7.83K	0.01%	516
2024 Q2	$55.5K	Buy	+18,694	New	+$69.2K	0.01%	501
2023 Q4	–	Sell	-21,500	Closed	-$105K	–	499
2023 Q3	$105K	Hold	21,500	–	–	0.02%	416
2023 Q2	$114K	Buy	+21,500	New	+$102K	0.02%	422
2021 Q1	–	Sell	-823	Closed	-$9K	–	1005
2020 Q4	$9K	Buy	+823	New	+$7K	﹤0.01%	1422

Other funds holding GPMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

CWA

Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pinnacle Wealth Planning Services's GPMT Position: Q4 2024 in Review

Pinnacle Wealth Planning Services sold out of Granite Point Mortgage Trust (GPMT) in Q4 2024, closing a stake of 21,464 shares — an estimated $68K sold.

Pinnacle Wealth Planning Services first reported a position in GPMT in Q4 2020 and held it in 5 quarters. The position peaked at $114K in Q2 2023. 121 funds tracked by Wall St. Rank hold GPMT as of Q4 2024.

Pinnacle Wealth Planning Services reported no remaining Granite Point Mortgage Trust position as of Q4 2024 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 21,464 Granite Point Mortgage Trust shares in Q4 2024, an estimated $68K.
Pinnacle Wealth Planning Services first reported a position in Granite Point Mortgage Trust in Q4 2020 and held it in 5 quarters.
Pinnacle Wealth Planning Services's Granite Point Mortgage Trust position peaked at $114K in Q2 2023.
121 funds tracked by Wall St. Rank held Granite Point Mortgage Trust as of Q4 2024.

Based on Pinnacle Wealth Planning Services's 13F filing for Q4 2024, filed 6 Feb 2025.