Kingsview Wealth Management
PFSI icon

Kingsview Wealth Management’s PennyMac Financial PFSI Stock Holding History

Kingsview Wealth Management’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
2023
Q3 		– Sell
-14,452
Closed -$1.02M – 988
2023
Q2 		$1.02M Buy
+14,452
New +$915K 0.04% 403

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Kingsview Wealth Management's PFSI Position: Q3 2023 in Review

Kingsview Wealth Management sold out of PennyMac Financial (PFSI) in Q3 2023, closing a stake of 14,452 shares — an estimated $1.02M sold.

Kingsview Wealth Management first reported a position in PFSI in Q2 2023 and held it in 1 quarter. The position peaked at $1.02M in Q2 2023. 175 funds tracked by Wall St. Rank hold PFSI as of Q3 2023.

  • Kingsview Wealth Management reported no remaining PennyMac Financial position as of Q3 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 14,452 PennyMac Financial shares in Q3 2023, an estimated $1.02M.
  • Kingsview Wealth Management first reported a position in PennyMac Financial in Q2 2023 and held it in 1 quarter.
  • Kingsview Wealth Management's PennyMac Financial position peaked at $1.02M in Q2 2023.
  • 175 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2023.

Based on Kingsview Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.