PFA
PMT

Paradigm Financial Advisors’s PennyMac Mortgage Investment PMT Stock Holding History

Paradigm Financial 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
-10,335
Closed -$166K – 173
2020
Q3 		$166K Buy
+10,335
New +$183K 0.05% 127

Other funds holding PMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Paradigm Financial Advisors's PMT Position: Q4 2020 in Review

Paradigm Financial Advisors sold out of PennyMac Mortgage Investment (PMT) in Q4 2020, closing a stake of 10,335 shares — an estimated $166K sold.

Paradigm Financial Advisors first reported a position in PMT in Q3 2020 and held it in 1 quarter. The position peaked at $166K in Q3 2020. 206 funds tracked by Wall St. Rank hold PMT as of Q4 2020.

  • Paradigm Financial Advisors reported no remaining PennyMac Mortgage Investment position as of Q4 2020 after selling out during the quarter.
  • Paradigm Financial Advisors sold 10,335 PennyMac Mortgage Investment shares in Q4 2020, an estimated $166K.
  • Paradigm Financial Advisors first reported a position in PennyMac Mortgage Investment in Q3 2020 and held it in 1 quarter.
  • Paradigm Financial Advisors's PennyMac Mortgage Investment position peaked at $166K in Q3 2020.
  • 206 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q4 2020.

Based on Paradigm Financial Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.