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Plante Moran Financial Advisors’s PennyMac Financial PFSI Stock Holding History

Plante Moran Financial 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
2021
Q2 		– Sell
-21
Closed -$1K – 1055
2021
Q1 		$1K Buy
+21
New +$1.3K ﹤0.01% 970

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BCM
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SM
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State Street
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CCP
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PAR Capital Management
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Plante Moran Financial Advisors's PFSI Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of PennyMac Financial (PFSI) in Q2 2021, closing a stake of 21 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in PFSI in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 202 funds tracked by Wall St. Rank hold PFSI as of Q2 2021.

  • Plante Moran Financial Advisors reported no remaining PennyMac Financial position as of Q2 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 21 PennyMac Financial shares in Q2 2021, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in PennyMac Financial in Q1 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's PennyMac Financial position peaked at $1K in Q1 2021.
  • 202 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.