MCC
PFSI icon

Money Concepts Capital’s PennyMac Financial PFSI Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-32
Closed -$1.81K – 2195
2022
Q4 		$1.81K Buy
+32
New +$1.7K ﹤0.01% 2718
2022
Q2 		– Sell
-32
Closed -$2K – 2282
2022
Q1 		$2K Buy
+32
New +$1.93K ﹤0.01% 2476

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
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Epoch Investment Partners
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Money Concepts Capital's PFSI Position: Q1 2023 in Review

Money Concepts Capital sold out of PennyMac Financial (PFSI) in Q1 2023, closing a stake of 32 shares — an estimated $1.81K sold.

Money Concepts Capital first reported a position in PFSI in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 175 funds tracked by Wall St. Rank hold PFSI as of Q1 2023.

  • Money Concepts Capital reported no remaining PennyMac Financial position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 32 PennyMac Financial shares in Q1 2023, an estimated $1.81K.
  • Money Concepts Capital first reported a position in PennyMac Financial in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's PennyMac Financial position peaked at $2K in Q1 2022.
  • 175 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.