Powell Investment Advisors’s PennyMac Mortgage Investment PMT Stock Holding History

Powell Investment 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
2022 Q2	–	Sell	-9,441	Closed	-$159K	–	147
2022 Q1	$159K	Hold	9,441	–	–	0.09%	107
2021 Q4	$168K	Hold	9,441	–	–	0.1%	105
2021 Q3	$186K	Hold	9,441	–	–	0.11%	99
2021 Q2	$199K	Hold	9,441	–	–	0.12%	99
2021 Q1	$185K	Hold	9,441	–	–	0.12%	97
2020 Q4	$171K	Buy	+9,441	New	+$160K	0.13%	91
2020 Q3	–	Sell	-9,441	Closed	-$166K	–	121
2020 Q2	$166K	Buy	+9,441	New	+$113K	0.16%	90
2020 Q1	–	Sell	-9,991	Closed	-$227K	–	126
2019 Q4	$227K	Buy	+9,991	New	+$226K	0.24%	92

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Powell Investment Advisors's PMT Position: Q2 2022 in Review

Powell Investment Advisors sold out of PennyMac Mortgage Investment (PMT) in Q2 2022, closing a stake of 9,441 shares — an estimated $159K sold.

Powell Investment Advisors first reported a position in PMT in Q4 2019 and held it in 8 quarters. The position peaked at $227K in Q4 2019. 203 funds tracked by Wall St. Rank hold PMT as of Q2 2022.

Powell Investment Advisors reported no remaining PennyMac Mortgage Investment position as of Q2 2022 after selling out during the quarter.
Powell Investment Advisors sold 9,441 PennyMac Mortgage Investment shares in Q2 2022, an estimated $159K.
Powell Investment Advisors first reported a position in PennyMac Mortgage Investment in Q4 2019 and held it in 8 quarters.
Powell Investment Advisors's PennyMac Mortgage Investment position peaked at $227K in Q4 2019.
203 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q2 2022.

Based on Powell Investment Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.