DOA
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D'Orazio & Associates’s PennyMac Financial PFSI Stock Holding History

D'Orazio & Associates’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
-300
Closed -$19K – 781
2021
Q2 		$19K Buy
+300
New +$18.2K ﹤0.01% 258

Other funds holding PFSI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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

D'Orazio & Associates's PFSI Position: Q3 2021 in Review

D'Orazio & Associates sold out of PennyMac Financial (PFSI) in Q3 2021, closing a stake of 300 shares — an estimated $19K sold.

D'Orazio & Associates first reported a position in PFSI in Q2 2021 and held it in 1 quarter. The position peaked at $19K in Q2 2021. 200 funds tracked by Wall St. Rank hold PFSI as of Q3 2021.

  • D'Orazio & Associates reported no remaining PennyMac Financial position as of Q3 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 300 PennyMac Financial shares in Q3 2021, an estimated $19K.
  • D'Orazio & Associates first reported a position in PennyMac Financial in Q2 2021 and held it in 1 quarter.
  • D'Orazio & Associates's PennyMac Financial position peaked at $19K in Q2 2021.
  • 200 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2021.

Based on D'Orazio & Associates's 13F filing for Q3 2021, filed 10 Nov 2021.