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	$899	Buy	64,984 +36,715	+130%	+$560K	﹤0.01%	310
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 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 Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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 $899. The position accounts for ﹤0.01% of the portfolio, ranked #310.

B. Riley Wealth Management first reported a position in PMT in Q2 2014 and has held it in 6 quarters since. The position peaked at $477K in Q1 2022. 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 $899 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 ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #310 holding.
B. Riley Wealth Management first reported a position in PennyMac Mortgage Investment in Q2 2014 and has held it in 6 quarters since.
B. Riley Wealth Management's PennyMac Mortgage Investment position peaked at $477K in Q1 2022.
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.