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Perigon Wealth Management’s PennyMac Financial PFSI Stock Holding History

Perigon 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
2021
Q1 		– Sell
-1,310
Closed -$86K – 883
2020
Q4 		$86K Buy
+1,310
New +$77.9K 0.01% 581

Other funds holding PFSI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Perigon Wealth Management's PFSI Position: Q1 2021 in Review

Perigon Wealth Management sold out of PennyMac Financial (PFSI) in Q1 2021, closing a stake of 1,310 shares — an estimated $86K sold.

Perigon Wealth Management first reported a position in PFSI in Q4 2020 and held it in 1 quarter. The position peaked at $86K in Q4 2020. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2021.

  • Perigon Wealth Management reported no remaining PennyMac Financial position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 1,310 PennyMac Financial shares in Q1 2021, an estimated $86K.
  • Perigon Wealth Management first reported a position in PennyMac Financial in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's PennyMac Financial position peaked at $86K in Q4 2020.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.