HGERS
PMT

Householder Group Estate & Retirement Specialist’s PennyMac Mortgage Investment PMT Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio PMT Stock Details PMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-232
Closed -$3K – 1008
2024
Q3 		$3K Hold
232
– – ﹤0.01% 998
2024
Q2 		$3K Buy
+232
New +$3.25K ﹤0.01% 1027

Other funds holding PMT

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PMT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of PennyMac Mortgage Investment (PMT) in Q4 2024, closing a stake of 232 shares — an estimated $3K sold.

Householder Group Estate & Retirement Specialist first reported a position in PMT in Q2 2024 and held it in 2 quarters. The position peaked at $3K in Q3 2024. 201 funds tracked by Wall St. Rank hold PMT as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining PennyMac Mortgage Investment position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 232 PennyMac Mortgage Investment shares in Q4 2024, an estimated $3K.
  • Householder Group Estate & Retirement Specialist first reported a position in PennyMac Mortgage Investment in Q2 2024 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's PennyMac Mortgage Investment position peaked at $3K in Q3 2024.
  • 201 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.