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New York Mortgage Tr shares owned by SageView Advisory Group

Quarter-by-quarter ownership of New York Mortgage Tr (NYMT) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in New York Mortgage Tr

Tip: Access up to 7 years of quarterly data

All positions including New York Mortgage Tr held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in New York Mortgage Tr by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $644k 25k 26.03

More positions owned by SageView Advisory Group

Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Flexshares Tr Mstar Emkt Fac (TLTE)
Apple (AAPL)
Mission Produce (AVO)
Ishares Tr Mortge Rel Etf (REM)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for SageView Advisory Group

Top funds holding New York Mortgage Tr

BlackRock
Vanguard Group
Allspring Global Investments Holdings
Geode Capital Management
Charles Schwab Investment Management
Balyasny Asset Management
Brandywine Global Investment Management
Northern Trust
Wolverine Asset Management
Morgan Stanley
Mirae Asset Global Investments
Bank of New York Mellon
EMG Holdings
Van Eck Associates Corp.
Principal Financial Group

View all funds holding New York Mortgage Tr