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Berman Capital Advisors’s PennyMac Financial PFSI Stock Holding History

Berman Capital Advisors’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
2021
Q3 		– Sell
-23
Closed -$1K – 2172
2021
Q2 		$1K Hold
23
– – ﹤0.01% 1789
2021
Q1 		$1K Hold
23
– – ﹤0.01% 1682
2020
Q4 		$1K Buy
+23
New +$1.37K ﹤0.01% 1572

Other funds holding PFSI

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MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Berman Capital Advisors's PFSI Position: Q3 2021 in Review

Berman Capital Advisors sold out of PennyMac Financial (PFSI) in Q3 2021, closing a stake of 23 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in PFSI in Q4 2020 and held it in 3 quarters. The position peaked at $1K in Q2 2021. 200 funds tracked by Wall St. Rank hold PFSI as of Q3 2021.

  • Berman Capital Advisors reported no remaining PennyMac Financial position as of Q3 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 23 PennyMac Financial shares in Q3 2021, an estimated $1K.
  • Berman Capital Advisors first reported a position in PennyMac Financial in Q4 2020 and held it in 3 quarters.
  • Berman Capital Advisors's PennyMac Financial position peaked at $1K in Q2 2021.
  • 200 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.