GWM Asset Management
Latest statistics and disclosures from GWM Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ACI, ANSS, PNM, TCN, and represent 100.00% of GWM Asset Management's stock portfolio.
- Added to shares of these 4 stocks: ACI, ANSS, PNM, TCN.
- Started 4 new stock positions in ANSS, PNM, TCN, ACI.
- Reduced shares in these 7 stocks: , Horizon Therapeutics (-$37M), HEI.A (-$9.0M), , , X, .
- Sold out of its positions in Activision Blizzard, Chase Corporation, CIRCOR International, XOM, HEI.A, X, Horizon Therapeutics.
- GWM Asset Management was a net seller of stock by $-101M.
- GWM Asset Management has $16M in assets under management (AUM), dropping by -86.07%.
- Central Index Key (CIK): 0001821462
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Portfolio Holdings for GWM Asset Management
GWM Asset Management holds 4 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Albertsons Cos Common Stock (ACI) | 29.2 | $4.7M | NEW | 221k | 21.44 |
|
| Ansys (ANSS) | 23.9 | $3.9M | NEW | 11k | 347.16 |
|
| PNM Resources (PNM) | 23.7 | $3.9M | NEW | 103k | 37.64 |
|
| Tricon Residential Com Npv (TCN) | 23.2 | $3.8M | NEW | 339k | 11.15 |
|
Past Filings by GWM Asset Management
SEC 13F filings are viewable for GWM Asset Management going back to 2020
- GWM Asset Management 2024 Q1 filed May 13, 2024
- GWM Asset Management 2023 Q3 filed Nov. 13, 2023
- GWM Asset Management 2023 Q2 filed Aug. 11, 2023
- GWM Asset Management 2023 Q1 filed May 12, 2023
- GWM Asset Management 2022 Q4 filed Feb. 10, 2023
- GWM Asset Management 2022 Q3 filed Nov. 10, 2022
- GWM Asset Management 2022 Q2 filed Aug. 12, 2022
- GWM Asset Management 2022 Q1 filed May 13, 2022
- GWM Asset Management 2021 Q4 filed Feb. 11, 2022
- GWM Asset Management 2021 Q3 filed Nov. 15, 2021
- GWM Asset Management 2021 Q2 filed Aug. 13, 2021
- GWM Asset Management 2021 Q1 filed May 14, 2021
- GWM Asset Management 2020 Q4 filed Feb. 16, 2021
- GWM Asset Management 2020 Q3 filed Nov. 13, 2020
- GWM Asset Management 2019 Q4 filed Aug. 18, 2020
- GWM Asset Management 2020 Q1 filed Aug. 18, 2020