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CFA
Carroll Financial Associates’s
PennyMac Financial
PFSI
Stock Holding History
Carroll Financial Associates’s Portfolio
PFSI Stock Details
PFSI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q4
–
Sell
-1
Closed
–
–
1629
2020
Q3
$0
Hold
1
–
–
﹤0.01%
1630
2020
Q2
$0
Hold
1
–
–
﹤0.01%
1646
2020
Q1
$0
Hold
1
–
–
﹤0.01%
1615
2019
Q4
$0
Hold
1
–
–
﹤0.01%
1650
2019
Q3
$0
Hold
1
–
–
﹤0.01%
1661
2019
Q2
$0
Hold
1
–
–
﹤0.01%
1673
2019
Q1
$0
Buy
+1
New
+$22
﹤0.01%
1457
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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