APWM
PMT

Atlas Private Wealth Management’s PennyMac Mortgage Investment PMT Stock Holding History

Atlas Private Wealth Management’s Portfolio PMT Stock Details PMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-500
Closed -$9K – 454
2020
Q2 		$9K Hold
500
– – 0.01% 337
2020
Q1 		$5K Hold
500
– – ﹤0.01% 367
2019
Q4 		$11K Buy
+500
New +$11.3K 0.01% 343

Other funds holding PMT

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Atlas Private Wealth Management's PMT Position: Q3 2020 in Review

Atlas Private Wealth Management sold out of PennyMac Mortgage Investment (PMT) in Q3 2020, closing a stake of 500 shares — an estimated $9K sold.

Atlas Private Wealth Management first reported a position in PMT in Q4 2019 and held it in 3 quarters. The position peaked at $11K in Q4 2019. 201 funds tracked by Wall St. Rank hold PMT as of Q3 2020.

  • Atlas Private Wealth Management reported no remaining PennyMac Mortgage Investment position as of Q3 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 500 PennyMac Mortgage Investment shares in Q3 2020, an estimated $9K.
  • Atlas Private Wealth Management first reported a position in PennyMac Mortgage Investment in Q4 2019 and held it in 3 quarters.
  • Atlas Private Wealth Management's PennyMac Mortgage Investment position peaked at $11K in Q4 2019.
  • 201 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q3 2020.

Based on Atlas Private Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.