SFO
WMC

Stokes Family Office’s Western Asset Mortgage Capital Corporation WMC Stock Holding History

Stokes Family Office’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
Q1 		– Sell
-1,417
Closed -$30K – 288
2021
Q4 		$30K Buy
+1,417
New +$33.6K ﹤0.01% 251

Other funds holding WMC

BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Centiva Capital New York $13.6B AUM 20% 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
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Stokes Family Office's WMC Position: Q1 2022 in Review

Stokes Family Office sold out of Western Asset Mortgage Capital Corporation (WMC) in Q1 2022, closing a stake of 1,417 shares — an estimated $30K sold.

Stokes Family Office first reported a position in WMC in Q4 2021 and held it in 1 quarter. The position peaked at $30K in Q4 2021. 57 funds tracked by Wall St. Rank hold WMC as of Q1 2022.

  • Stokes Family Office reported no remaining Western Asset Mortgage Capital Corporation position as of Q1 2022 after selling out during the quarter.
  • Stokes Family Office sold 1,417 Western Asset Mortgage Capital Corporation shares in Q1 2022, an estimated $30K.
  • Stokes Family Office first reported a position in Western Asset Mortgage Capital Corporation in Q4 2021 and held it in 1 quarter.
  • Stokes Family Office's Western Asset Mortgage Capital Corporation position peaked at $30K in Q4 2021.
  • 57 funds tracked by Wall St. Rank held Western Asset Mortgage Capital Corporation as of Q1 2022.

Based on Stokes Family Office's 13F filing for Q1 2022, filed 16 May 2022.