WP
GPMT

WealthPLAN Partners’s Granite Point Mortgage Trust GPMT Stock Holding History

WealthPLAN Partners’s Portfolio GPMT Stock Details GPMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,000
Closed -$9.92K – 1318
2023
Q1 		$9.92K Buy
+2,000
New +$11.6K ﹤0.01% 867

Other funds holding GPMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

WealthPLAN Partners's GPMT Position: Q2 2023 in Review

WealthPLAN Partners sold out of Granite Point Mortgage Trust (GPMT) in Q2 2023, closing a stake of 2,000 shares — an estimated $9.92K sold.

WealthPLAN Partners first reported a position in GPMT in Q1 2023 and held it in 1 quarter. The position peaked at $9.92K in Q1 2023. 133 funds tracked by Wall St. Rank hold GPMT as of Q2 2023.

  • WealthPLAN Partners reported no remaining Granite Point Mortgage Trust position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 2,000 Granite Point Mortgage Trust shares in Q2 2023, an estimated $9.92K.
  • WealthPLAN Partners first reported a position in Granite Point Mortgage Trust in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Granite Point Mortgage Trust position peaked at $9.92K in Q1 2023.
  • 133 funds tracked by Wall St. Rank held Granite Point Mortgage Trust as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.