Optimum Investment Advisors’s PennyMac Financial PFSI Stock Holding History

Optimum Investment Advisors’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	-58	Closed	-$3.86K	–	704
2023 Q3	$3.86K	Hold	58	–	–	﹤0.01%	618
2023 Q2	$4.08K	Hold	58	–	–	﹤0.01%	620
2023 Q1	$3.46K	Hold	58	–	–	﹤0.01%	646
2022 Q4	$3.29K	Hold	58	–	–	﹤0.01%	651
2022 Q3	$2K	Hold	58	–	–	﹤0.01%	737
2022 Q2	$3K	Hold	58	–	–	﹤0.01%	736
2022 Q1	$3K	Hold	58	–	–	﹤0.01%	771
2021 Q4	$4K	Hold	58	–	–	﹤0.01%	748
2021 Q3	$4K	Hold	58	–	–	﹤0.01%	760
2021 Q2	$4K	Hold	58	–	–	﹤0.01%	833
2021 Q1	$4K	Hold	58	–	–	﹤0.01%	837
2020 Q4	$4K	Hold	58	–	–	﹤0.01%	803
2020 Q3	$3K	Hold	58	–	–	﹤0.01%	805
2020 Q2	$2K	Buy	+58	New	+$1.84K	﹤0.01%	817

Other funds holding PFSI

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Optimum Investment Advisors's PFSI Position: Q4 2023 in Review

Optimum Investment Advisors sold out of PennyMac Financial (PFSI) in Q4 2023, closing a stake of 58 shares — an estimated $3.86K sold.

Optimum Investment Advisors first reported a position in PFSI in Q2 2020 and held it in 14 quarters. The position peaked at $4.08K in Q2 2023. 192 funds tracked by Wall St. Rank hold PFSI as of Q4 2023.

Optimum Investment Advisors reported no remaining PennyMac Financial position as of Q4 2023 after selling out during the quarter.
Optimum Investment Advisors sold 58 PennyMac Financial shares in Q4 2023, an estimated $3.86K.
Optimum Investment Advisors first reported a position in PennyMac Financial in Q2 2020 and held it in 14 quarters.
Optimum Investment Advisors's PennyMac Financial position peaked at $4.08K in Q2 2023.
192 funds tracked by Wall St. Rank held PennyMac Financial as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.