WWP
GPMT

WR Wealth Planners’s Granite Point Mortgage Trust GPMT Stock Holding History

WR Wealth Planners’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
Q4 		– Sell
-94
Closed -$459 – 459
2023
Q3 		$459 Hold
94
– – ﹤0.01% 860
2023
Q2 		$498 Hold
94
– – ﹤0.01% 849
2023
Q1 		$466 Buy
+94
New +$547 ﹤0.01% 861

Other funds holding GPMT

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

WR Wealth Planners's GPMT Position: Q4 2023 in Review

WR Wealth Planners sold out of Granite Point Mortgage Trust (GPMT) in Q4 2023, closing a stake of 94 shares — an estimated $459 sold.

WR Wealth Planners first reported a position in GPMT in Q1 2023 and held it in 3 quarters. The position peaked at $498 in Q2 2023. 136 funds tracked by Wall St. Rank hold GPMT as of Q4 2023.

  • WR Wealth Planners reported no remaining Granite Point Mortgage Trust position as of Q4 2023 after selling out during the quarter.
  • WR Wealth Planners sold 94 Granite Point Mortgage Trust shares in Q4 2023, an estimated $459.
  • WR Wealth Planners first reported a position in Granite Point Mortgage Trust in Q1 2023 and held it in 3 quarters.
  • WR Wealth Planners's Granite Point Mortgage Trust position peaked at $498 in Q2 2023.
  • 136 funds tracked by Wall St. Rank held Granite Point Mortgage Trust as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.