SWM
IMH

Selective Wealth Management’s Impac Mortgage Holdings Inc. IMH Stock Holding History

Selective Wealth Management’s Portfolio IMH Stock Details IMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4
Closed – – 440
2020
Q4 		$0 Buy
+4
New +$8 ﹤0.01% 387

Other funds holding IMH

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SM
Salzhauer Michael $212M AUM 20.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Selective Wealth Management's IMH Position: Q1 2021 in Review

Selective Wealth Management sold out of Impac Mortgage Holdings Inc. (IMH) in Q1 2021, closing a stake of 4 shares.

Selective Wealth Management first reported a position in IMH in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 23 funds tracked by Wall St. Rank hold IMH as of Q1 2021.

  • Selective Wealth Management reported no remaining Impac Mortgage Holdings Inc. position as of Q1 2021 after selling out during the quarter.
  • Selective Wealth Management sold 4 Impac Mortgage Holdings Inc. shares in Q1 2021.
  • Selective Wealth Management first reported a position in Impac Mortgage Holdings Inc. in Q4 2020 and held it in 1 quarter.
  • Selective Wealth Management's Impac Mortgage Holdings Inc. position peaked at $0 in Q4 2020.
  • 23 funds tracked by Wall St. Rank held Impac Mortgage Holdings Inc. as of Q1 2021.

Based on Selective Wealth Management's 13F filing for Q1 2021, filed 9 Apr 2021.