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Cahill Financial Advisors’s PennyMac Financial PFSI Stock Holding History

Cahill Financial 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
Q4 		– Sell
-83
Closed -$5K – 602
2021
Q3 		$5K Buy
+83
New +$5.27K ﹤0.01% 683

Other funds holding PFSI

MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cahill Financial Advisors's PFSI Position: Q4 2021 in Review

Cahill Financial Advisors sold out of PennyMac Financial (PFSI) in Q4 2021, closing a stake of 83 shares — an estimated $5K sold.

Cahill Financial Advisors first reported a position in PFSI in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 204 funds tracked by Wall St. Rank hold PFSI as of Q4 2021.

  • Cahill Financial Advisors reported no remaining PennyMac Financial position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 83 PennyMac Financial shares in Q4 2021, an estimated $5K.
  • Cahill Financial Advisors first reported a position in PennyMac Financial in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's PennyMac Financial position peaked at $5K in Q3 2021.
  • 204 funds tracked by Wall St. Rank held PennyMac Financial as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.