PFWA
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Paces Ferry Wealth Advisors’s PennyMac Financial PFSI Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-8
Closed – – 829
2020
Q3 		$0 Buy
+8
New +$396 ﹤0.01% 1217

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BlackRock
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State Street
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BCM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
Northern Trust
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Paces Ferry Wealth Advisors's PFSI Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of PennyMac Financial (PFSI) in Q4 2020, closing a stake of 8 shares.

Paces Ferry Wealth Advisors first reported a position in PFSI in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 242 funds tracked by Wall St. Rank hold PFSI as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining PennyMac Financial position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 8 PennyMac Financial shares in Q4 2020.
  • Paces Ferry Wealth Advisors first reported a position in PennyMac Financial in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's PennyMac Financial position peaked at $0 in Q3 2020.
  • 242 funds tracked by Wall St. Rank held PennyMac Financial as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.