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Dynamic Advisor Solutions’s PennyMac Financial PFSI Stock Holding History

Dynamic Advisor Solutions’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
Q1 		– Sell
-3,149
Closed -$207K – 756
2020
Q4 		$207K Buy
+3,149
New +$187K 0.02% 593

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SM
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BCM
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State Street
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MP
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CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
PCM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dynamic Advisor Solutions's PFSI Position: Q1 2021 in Review

Dynamic Advisor Solutions sold out of PennyMac Financial (PFSI) in Q1 2021, closing a stake of 3,149 shares — an estimated $207K sold.

Dynamic Advisor Solutions first reported a position in PFSI in Q4 2020 and held it in 1 quarter. The position peaked at $207K in Q4 2020. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2021.

  • Dynamic Advisor Solutions reported no remaining PennyMac Financial position as of Q1 2021 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 3,149 PennyMac Financial shares in Q1 2021, an estimated $207K.
  • Dynamic Advisor Solutions first reported a position in PennyMac Financial in Q4 2020 and held it in 1 quarter.
  • Dynamic Advisor Solutions's PennyMac Financial position peaked at $207K in Q4 2020.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2021, filed 27 Apr 2021.