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Fortem Financial Group’s PennyMac Financial PFSI Stock Holding History

Fortem Financial Group’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
-1,429
Closed -$94K – 366
2020
Q4 		$94K Buy
+1,429
New +$85K 0.06% 184
2020
Q3 		– Sell
-4,956
Closed -$207K – 156
2020
Q2 		$207K Buy
+4,956
New +$157K 0.16% 114

Other funds holding PFSI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fortem Financial Group's PFSI Position: Q1 2021 in Review

Fortem Financial Group sold out of PennyMac Financial (PFSI) in Q1 2021, closing a stake of 1,429 shares — an estimated $94K sold.

Fortem Financial Group first reported a position in PFSI in Q2 2020 and held it in 2 quarters. The position peaked at $207K in Q2 2020. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2021.

  • Fortem Financial Group reported no remaining PennyMac Financial position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 1,429 PennyMac Financial shares in Q1 2021, an estimated $94K.
  • Fortem Financial Group first reported a position in PennyMac Financial in Q2 2020 and held it in 2 quarters.
  • Fortem Financial Group's PennyMac Financial position peaked at $207K in Q2 2020.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.