Janney Montgomery Scott
PFSI icon

Janney Montgomery Scott’s PennyMac Financial PFSI Stock Holding History

Janney Montgomery Scott’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
2022
Q3 		– Sell
-6,126
Closed -$268K – 2583
2022
Q2 		$268K Buy
6,126
+1,169
+24% +$55.2K ﹤0.01% 1979
2022
Q1 		$264K Buy
4,957
+178
+4% +$10.8K ﹤0.01% 1955
2021
Q4 		$333K Sell
4,779
-364
-7% -$24K ﹤0.01% 1946
2021
Q3 		$314K Buy
5,143
+800
+18% +$50.8K ﹤0.01% 1932
2021
Q2 		$268K Sell
4,343
-4,864
-53% -$296K ﹤0.01% 1981
2021
Q1 		$616K Buy
+9,207
New +$571K ﹤0.01% 1440

Other funds holding PFSI

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Epoch Investment Partners
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janney Montgomery Scott's PFSI Position: Q3 2022 in Review

Janney Montgomery Scott sold out of PennyMac Financial (PFSI) in Q3 2022, closing a stake of 6,126 shares — an estimated $268K sold.

Janney Montgomery Scott first reported a position in PFSI in Q1 2021 and held it in 6 quarters. The position peaked at $616K in Q1 2021. 169 funds tracked by Wall St. Rank hold PFSI as of Q3 2022.

  • Janney Montgomery Scott reported no remaining PennyMac Financial position as of Q3 2022 after selling out during the quarter.
  • Janney Montgomery Scott sold 6,126 PennyMac Financial shares in Q3 2022, an estimated $268K.
  • Janney Montgomery Scott first reported a position in PennyMac Financial in Q1 2021 and held it in 6 quarters.
  • Janney Montgomery Scott's PennyMac Financial position peaked at $616K in Q1 2021.
  • 169 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2022.

Based on Janney Montgomery Scott's 13F filing for Q3 2022, filed 25 Oct 2022.