PIWA
CHMI

Prevail Innovative Wealth Advisors’s Cherry Hill Mortgage Investment Corp CHMI Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio CHMI Stock Details CHMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-38,925
Closed -$188K – 128
2023
Q2 		$188K Buy
+38,925
New +$200K 0.1% 103

Other funds holding CHMI

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Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prevail Innovative Wealth Advisors's CHMI Position: Q3 2023 in Review

Prevail Innovative Wealth Advisors sold out of Cherry Hill Mortgage Investment Corp (CHMI) in Q3 2023, closing a stake of 38,925 shares — an estimated $188K sold.

Prevail Innovative Wealth Advisors first reported a position in CHMI in Q2 2023 and held it in 1 quarter. The position peaked at $188K in Q2 2023. 40 funds tracked by Wall St. Rank hold CHMI as of Q3 2023.

  • Prevail Innovative Wealth Advisors reported no remaining Cherry Hill Mortgage Investment Corp position as of Q3 2023 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 38,925 Cherry Hill Mortgage Investment Corp shares in Q3 2023, an estimated $188K.
  • Prevail Innovative Wealth Advisors first reported a position in Cherry Hill Mortgage Investment Corp in Q2 2023 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's Cherry Hill Mortgage Investment Corp position peaked at $188K in Q2 2023.
  • 40 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q3 2023.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.