Rockefeller Capital Management
WMC

Rockefeller Capital Management’s Western Asset Mortgage Capital Corporation WMC Stock Holding History

Rockefeller Capital Management’s Portfolio WMC Stock Details WMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-548
Closed -$4K – 4234
2022
Q4 		$4K Hold
548
– – ﹤0.01% 3420
2022
Q3 		$6K Sell
548
-1
-0.2% -$13 ﹤0.01% 3312
2022
Q2 		$6K Hold
549
– – ﹤0.01% 3411
2022
Q1 		$9K Buy
+549
New +$10.7K ﹤0.01% 3132

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Renaissance Technologies
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BCM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rockefeller Capital Management's WMC Position: Q1 2023 in Review

Rockefeller Capital Management sold out of Western Asset Mortgage Capital Corporation (WMC) in Q1 2023, closing a stake of 548 shares — an estimated $4K sold.

Rockefeller Capital Management first reported a position in WMC in Q1 2022 and held it in 4 quarters. The position peaked at $9K in Q1 2022. 26 funds tracked by Wall St. Rank hold WMC as of Q1 2023.

  • Rockefeller Capital Management reported no remaining Western Asset Mortgage Capital Corporation position as of Q1 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 548 Western Asset Mortgage Capital Corporation shares in Q1 2023, an estimated $4K.
  • Rockefeller Capital Management first reported a position in Western Asset Mortgage Capital Corporation in Q1 2022 and held it in 4 quarters.
  • Rockefeller Capital Management's Western Asset Mortgage Capital Corporation position peaked at $9K in Q1 2022.
  • 26 funds tracked by Wall St. Rank held Western Asset Mortgage Capital Corporation as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.