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Darwin Wealth Management’s PennyMac Financial PFSI Stock Holding History

Darwin Wealth 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
2020
Q2 		– Sell
-150
Closed -$3K – 585
2020
Q1 		$3K Buy
+150
New +$4.83K ﹤0.01% 669

Other funds holding PFSI

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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Darwin Wealth Management's PFSI Position: Q2 2020 in Review

Darwin Wealth Management sold out of PennyMac Financial (PFSI) in Q2 2020, closing a stake of 150 shares — an estimated $3K sold.

Darwin Wealth Management first reported a position in PFSI in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 185 funds tracked by Wall St. Rank hold PFSI as of Q2 2020.

  • Darwin Wealth Management reported no remaining PennyMac Financial position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 150 PennyMac Financial shares in Q2 2020, an estimated $3K.
  • Darwin Wealth Management first reported a position in PennyMac Financial in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's PennyMac Financial position peaked at $3K in Q1 2020.
  • 185 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.