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Sowell Financial Services’s PennyMac Financial PFSI Stock Holding History

Sowell Financial Services’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
-174
Closed -$10K – 2089
2021
Q1 		$10K Buy
174
+94
+118% +$5.83K ﹤0.01% 2320
2020
Q4 		$5K Hold
80
– – ﹤0.01% 2288
2020
Q3 		$5K Buy
+80
New +$3.96K ﹤0.01% 2007

Other funds holding PFSI

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MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
PCM
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

Sowell Financial Services's PFSI Position: Q2 2021 in Review

Sowell Financial Services sold out of PennyMac Financial (PFSI) in Q2 2021, closing a stake of 174 shares — an estimated $10K sold.

Sowell Financial Services first reported a position in PFSI in Q3 2020 and held it in 3 quarters. The position peaked at $10K in Q1 2021. 202 funds tracked by Wall St. Rank hold PFSI as of Q2 2021.

  • Sowell Financial Services reported no remaining PennyMac Financial position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 174 PennyMac Financial shares in Q2 2021, an estimated $10K.
  • Sowell Financial Services first reported a position in PennyMac Financial in Q3 2020 and held it in 3 quarters.
  • Sowell Financial Services's PennyMac Financial position peaked at $10K in Q1 2021.
  • 202 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.