Inspire Advisors’s PennyMac Financial PFSI Stock Holding History

Inspire Advisors’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	-300	Closed	-$20K	–	546
2020 Q4	$20K	Buy	+300	New	+$17.8K	0.01%	429

Other funds holding PFSI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Inspire Advisors's PFSI Position: Q1 2021 in Review

Inspire Advisors sold out of PennyMac Financial (PFSI) in Q1 2021, closing a stake of 300 shares — an estimated $20K sold.

Inspire Advisors first reported a position in PFSI in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2021.

Inspire Advisors reported no remaining PennyMac Financial position as of Q1 2021 after selling out during the quarter.
Inspire Advisors sold 300 PennyMac Financial shares in Q1 2021, an estimated $20K.
Inspire Advisors first reported a position in PennyMac Financial in Q4 2020 and held it in 1 quarter.
Inspire Advisors's PennyMac Financial position peaked at $20K in Q4 2020.
231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2021.

Based on Inspire Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.