SWM
WMC

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

Selective Wealth 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
2022
Q4 		– Sell
-1,220
Closed -$14K – 793
2022
Q3 		$14K Sell
1,220
-630
-34% -$8.4K 0.01% 479
2022
Q2 		$22K Buy
1,850
+620
+50% +$8.39K 0.01% 452
2022
Q1 		$21K Buy
+1,230
New +$24K 0.01% 444

Other funds holding WMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Selective Wealth Management's WMC Position: Q4 2022 in Review

Selective Wealth Management sold out of Western Asset Mortgage Capital Corporation (WMC) in Q4 2022, closing a stake of 1,220 shares — an estimated $14K sold.

Selective Wealth Management first reported a position in WMC in Q1 2022 and held it in 3 quarters. The position peaked at $22K in Q2 2022. 29 funds tracked by Wall St. Rank hold WMC as of Q4 2022.

  • Selective Wealth Management reported no remaining Western Asset Mortgage Capital Corporation position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,220 Western Asset Mortgage Capital Corporation shares in Q4 2022, an estimated $14K.
  • Selective Wealth Management first reported a position in Western Asset Mortgage Capital Corporation in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's Western Asset Mortgage Capital Corporation position peaked at $22K in Q2 2022.
  • 29 funds tracked by Wall St. Rank held Western Asset Mortgage Capital Corporation as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.