Kore Private Wealth’s PennyMac Financial PFSI Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-730	Closed	-$30K	–	853
2020 Q2	$30K	Buy	+730	New	+$23.1K	0.01%	574

Other funds holding PFSI

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kore Private Wealth's PFSI Position: Q3 2020 in Review

Kore Private Wealth sold out of PennyMac Financial (PFSI) in Q3 2020, closing a stake of 730 shares — an estimated $30K sold.

Kore Private Wealth first reported a position in PFSI in Q2 2020 and held it in 1 quarter. The position peaked at $30K in Q2 2020. 223 funds tracked by Wall St. Rank hold PFSI as of Q3 2020.

Kore Private Wealth reported no remaining PennyMac Financial position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 730 PennyMac Financial shares in Q3 2020, an estimated $30K.
Kore Private Wealth first reported a position in PennyMac Financial in Q2 2020 and held it in 1 quarter.
Kore Private Wealth's PennyMac Financial position peaked at $30K in Q2 2020.
223 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.