BRWM
PMT

B. Riley Wealth Management’s PennyMac Mortgage Investment PMT Stock Holding History

B. Riley 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
2022
Q2 		$899K Buy
64,984
+36,715
+130% +$560K 0.09% 195
2022
Q1 		$477K Buy
28,269
+10,713
+61% +$179K 0.04% 335
2021
Q4 		$304K Buy
+17,556
New +$333K 0.02% 474
2015
Q1 		– Sell
-200
Closed -$4K – 1079
2014
Q4 		$4K Hold
200
– – ﹤0.01% 880
2014
Q3 		$4K Hold
200
– – ﹤0.01% 930
2014
Q2 		$4K Buy
+200
New +$4.45K ﹤0.01% 963

Other funds holding PMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

B. Riley Wealth Management's PMT Position: Q2 2022 in Review

B. Riley Wealth Management increased its PennyMac Mortgage Investment (PMT) stake by 130% in Q2 2022, buying an estimated $560K and bringing the position to 64,984 shares worth $899K. The position accounts for 0.09% of the portfolio, ranked #195.

B. Riley Wealth Management first reported a position in PMT in Q2 2014 and has held it in 6 quarters since. 203 funds tracked by Wall St. Rank hold PMT as of Q2 2022.

  • B. Riley Wealth Management held 64,984 shares of PennyMac Mortgage Investment worth $899K as of Q2 2022.
  • B. Riley Wealth Management bought 36,715 PennyMac Mortgage Investment shares in Q2 2022, an estimated $560K.
  • PennyMac Mortgage Investment made up 0.09% of B. Riley Wealth Management's portfolio in Q2 2022, its #195 holding.
  • B. Riley Wealth Management first reported a position in PennyMac Mortgage Investment in Q2 2014 and has held it in 6 quarters since.
  • 203 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.