SPIA
AOMR

Steward Partners Investment Advisory’s Angel Oak Mortgage REIT AOMR Stock Holding History

Steward Partners Investment Advisory’s Portfolio AOMR Stock Details AOMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,600
Closed -$16.7K – 3976
2024
Q3 		$16.7K Buy
+1,600
New +$18.5K ﹤0.01% 2733

Other funds holding AOMR

DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

Steward Partners Investment Advisory's AOMR Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of Angel Oak Mortgage REIT (AOMR) in Q4 2024, closing a stake of 1,600 shares — an estimated $16.7K sold.

Steward Partners Investment Advisory first reported a position in AOMR in Q3 2024 and held it in 1 quarter. The position peaked at $16.7K in Q3 2024. 74 funds tracked by Wall St. Rank hold AOMR as of Q4 2024.

  • Steward Partners Investment Advisory reported no remaining Angel Oak Mortgage REIT position as of Q4 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,600 Angel Oak Mortgage REIT shares in Q4 2024, an estimated $16.7K.
  • Steward Partners Investment Advisory first reported a position in Angel Oak Mortgage REIT in Q3 2024 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Angel Oak Mortgage REIT position peaked at $16.7K in Q3 2024.
  • 74 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.