MWM
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Moran Wealth Management’s PennyMac Financial PFSI Stock Holding History

Moran 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
Q4 		– Sell
-30,325
Closed -$2.02M – 446
2023
Q3 		$2.02M Buy
30,325
+415
+1% +$29.8K 0.08% 214
2023
Q2 		$2.1M Buy
29,910
+1,229
+4% +$77.8K 0.08% 223
2023
Q1 		$1.71M Buy
28,681
+12,148
+73% +$752K 0.06% 231
2022
Q4 		$937K Buy
+16,533
New +$876K 0.04% 258

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Moran Wealth Management's PFSI Position: Q4 2023 in Review

Moran Wealth Management sold out of PennyMac Financial (PFSI) in Q4 2023, closing a stake of 30,325 shares — an estimated $2.02M sold.

Moran Wealth Management first reported a position in PFSI in Q4 2022 and held it in 4 quarters. The position peaked at $2.1M in Q2 2023. 192 funds tracked by Wall St. Rank hold PFSI as of Q4 2023.

  • Moran Wealth Management reported no remaining PennyMac Financial position as of Q4 2023 after selling out during the quarter.
  • Moran Wealth Management sold 30,325 PennyMac Financial shares in Q4 2023, an estimated $2.02M.
  • Moran Wealth Management first reported a position in PennyMac Financial in Q4 2022 and held it in 4 quarters.
  • Moran Wealth Management's PennyMac Financial position peaked at $2.1M in Q2 2023.
  • 192 funds tracked by Wall St. Rank held PennyMac Financial as of Q4 2023.

Based on Moran Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.