Baker Avenue Asset Management
PFSI icon

Baker Avenue Asset Management’s PennyMac Financial PFSI Stock Holding History

Baker Avenue Asset Management’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
2023
Q4 		– Sell
-9
Closed -$599 – 1179
2023
Q3 		$599 Hold
9
– – ﹤0.01% 1395
2023
Q2 		$633 Hold
9
– – ﹤0.01% 1328
2023
Q1 		$536 Hold
9
– – ﹤0.01% 1400
2022
Q4 		$510 Buy
+9
New +$477 ﹤0.01% 1306

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Baker Avenue Asset Management's PFSI Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of PennyMac Financial (PFSI) in Q4 2023, closing a stake of 9 shares — an estimated $599 sold.

Baker Avenue Asset Management first reported a position in PFSI in Q4 2022 and held it in 4 quarters. The position peaked at $633 in Q2 2023. 192 funds tracked by Wall St. Rank hold PFSI as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining PennyMac Financial position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 9 PennyMac Financial shares in Q4 2023, an estimated $599.
  • Baker Avenue Asset Management first reported a position in PennyMac Financial in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's PennyMac Financial position peaked at $633 in Q2 2023.
  • 192 funds tracked by Wall St. Rank held PennyMac Financial as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.