Paces Ferry Wealth Advisors’s PennyMac Mortgage Investment PMT Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio PMT Stock Details PMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-12	Closed	–	–	842
2020 Q3	$0	Buy	+12	New	+$213	﹤0.01%	1219

Other funds holding PMT

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Paces Ferry Wealth Advisors sold out of PennyMac Mortgage Investment (PMT) in Q4 2020, closing a stake of 12 shares.

Paces Ferry Wealth Advisors first reported a position in PMT in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 206 funds tracked by Wall St. Rank hold PMT as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining PennyMac Mortgage Investment position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 12 PennyMac Mortgage Investment shares in Q4 2020.
Paces Ferry Wealth Advisors first reported a position in PennyMac Mortgage Investment in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's PennyMac Mortgage Investment position peaked at $0 in Q3 2020.
206 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q4 2020.

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