Atticus Wealth Management’s PennyMac Mortgage Investment PMT Stock Holding History

Atticus 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
2025 Q1	–	Sell	-500	Closed	-$6.29K	–	535
2024 Q4	$6.29K	Hold	500	–	–	﹤0.01%	418
2024 Q3	$7.13K	Hold	500	–	–	﹤0.01%	412
2024 Q2	$6.88K	Hold	500	–	–	﹤0.01%	410
2024 Q1	$7.34K	Hold	500	–	–	﹤0.01%	422
2023 Q4	$7.47K	Hold	500	–	–	﹤0.01%	427
2023 Q3	$6.2K	Hold	500	–	–	﹤0.01%	443
2023 Q2	$6.74K	Hold	500	–	–	﹤0.01%	425
2023 Q1	$6.17K	Hold	500	–	–	﹤0.01%	421
2022 Q4	$6.2K	Hold	500	–	–	﹤0.01%	416
2022 Q3	$7K	Hold	500	–	–	﹤0.01%	405
2022 Q2	$7K	Hold	500	–	–	﹤0.01%	436
2022 Q1	$8K	Hold	500	–	–	﹤0.01%	427
2021 Q4	$9K	Hold	500	–	–	﹤0.01%	368
2021 Q3	$10K	Hold	500	–	–	﹤0.01%	344
2021 Q2	$11K	Hold	500	–	–	﹤0.01%	315
2021 Q1	$10K	Hold	500	–	–	﹤0.01%	299
2020 Q4	$9K	Hold	500	–	–	﹤0.01%	294
2020 Q3	$8K	Hold	500	–	–	﹤0.01%	266
2020 Q2	$9K	Buy	+500	New	+$6K	0.01%	252

Other funds holding PMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atticus Wealth Management's PMT Position: Q1 2025 in Review

Atticus Wealth Management sold out of PennyMac Mortgage Investment (PMT) in Q1 2025, closing a stake of 500 shares — an estimated $6.29K sold.

Atticus Wealth Management first reported a position in PMT in Q2 2020 and held it in 19 quarters. The position peaked at $11K in Q2 2021. 203 funds tracked by Wall St. Rank hold PMT as of Q1 2025.

Atticus Wealth Management reported no remaining PennyMac Mortgage Investment position as of Q1 2025 after selling out during the quarter.
Atticus Wealth Management sold 500 PennyMac Mortgage Investment shares in Q1 2025, an estimated $6.29K.
Atticus Wealth Management first reported a position in PennyMac Mortgage Investment in Q2 2020 and held it in 19 quarters.
Atticus Wealth Management's PennyMac Mortgage Investment position peaked at $11K in Q2 2021.
203 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q1 2025.

Based on Atticus Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.