American Portfolios Advisors’s PennyMac Financial PFSI Stock Holding History

American Portfolios Advisors’s Portfolio PFSI Stock Details PFSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$116K	Sell	2,703 -301	-10%	-$15.7K	﹤0.01%	1272
2022 Q2	$131K	Sell	3,004 -47	-2%	-$2.22K	0.01%	1264
2022 Q1	$162K	Buy	3,051 +1	+0%	+$60	0.01%	1269
2021 Q4	$213K	Hold	3,050	–	–	0.01%	1131
2021 Q3	$186K	Sell	3,050 -150	-5%	-$9.53K	0.01%	1143
2021 Q2	$198K	Buy	3,200 +2,900	+967%	+$176K	0.01%	1102
2021 Q1	$20.1K	Buy	+300	New	+$18.6K	﹤0.01%	2071

Other funds holding PFSI

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Portfolios Advisors's PFSI Position: Q3 2022 in Review

American Portfolios Advisors reduced its PennyMac Financial (PFSI) stake by 10% in Q3 2022, selling an estimated $15.7K and leaving 2,703 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

American Portfolios Advisors first reported a position in PFSI in Q1 2021 and has held it in 7 quarters since. The position peaked at $213K in Q4 2021. 169 funds tracked by Wall St. Rank hold PFSI as of Q3 2022.

American Portfolios Advisors held 2,703 shares of PennyMac Financial worth $116K as of Q3 2022.
American Portfolios Advisors sold 301 PennyMac Financial shares in Q3 2022, an estimated $15.7K.
PennyMac Financial made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1272 holding.
American Portfolios Advisors first reported a position in PennyMac Financial in Q1 2021 and has held it in 7 quarters since.
American Portfolios Advisors's PennyMac Financial position peaked at $213K in Q4 2021.
169 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.