SWP
PMT

Significant Wealth Partners’s PennyMac Mortgage Investment PMT Stock Holding History

Significant Wealth Partners’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
2024
Q1 		– Sell
-59,961
Closed -$896K – 179
2023
Q4 		$896K Buy
+59,961
New +$804K 0.65% 44

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Significant Wealth Partners's PMT Position: Q1 2024 in Review

Significant Wealth Partners sold out of PennyMac Mortgage Investment (PMT) in Q1 2024, closing a stake of 59,961 shares — an estimated $896K sold.

Significant Wealth Partners first reported a position in PMT in Q4 2023 and held it in 1 quarter. The position peaked at $896K in Q4 2023. 191 funds tracked by Wall St. Rank hold PMT as of Q1 2024.

  • Significant Wealth Partners reported no remaining PennyMac Mortgage Investment position as of Q1 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 59,961 PennyMac Mortgage Investment shares in Q1 2024, an estimated $896K.
  • Significant Wealth Partners first reported a position in PennyMac Mortgage Investment in Q4 2023 and held it in 1 quarter.
  • Significant Wealth Partners's PennyMac Mortgage Investment position peaked at $896K in Q4 2023.
  • 191 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q1 2024.

Based on Significant Wealth Partners's 13F filing for Q1 2024, filed 7 May 2024.