PP
PMT

Professional Planning’s PennyMac Mortgage Investment PMT Stock Holding History

Professional Planning’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
2021
Q1 		– Sell
-10,602
Closed -$186K – 138
2020
Q4 		$186K Buy
+10,602
New +$180K 0.08% 128

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Professional Planning's PMT Position: Q1 2021 in Review

Professional Planning sold out of PennyMac Mortgage Investment (PMT) in Q1 2021, closing a stake of 10,602 shares — an estimated $186K sold.

Professional Planning first reported a position in PMT in Q4 2020 and held it in 1 quarter. The position peaked at $186K in Q4 2020. 195 funds tracked by Wall St. Rank hold PMT as of Q1 2021.

  • Professional Planning reported no remaining PennyMac Mortgage Investment position as of Q1 2021 after selling out during the quarter.
  • Professional Planning sold 10,602 PennyMac Mortgage Investment shares in Q1 2021, an estimated $186K.
  • Professional Planning first reported a position in PennyMac Mortgage Investment in Q4 2020 and held it in 1 quarter.
  • Professional Planning's PennyMac Mortgage Investment position peaked at $186K in Q4 2020.
  • 195 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q1 2021.

Based on Professional Planning's 13F filing for Q1 2021, filed 14 May 2021.