SFS
PMT

Sowell Financial Services’s PennyMac Mortgage Investment PMT Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-1,190
Closed -$23K – 2122
2021
Q1 		$23K Hold
1,190
– – ﹤0.01% 2004
2020
Q4 		$21K Hold
1,190
– – ﹤0.01% 1728
2020
Q3 		$19K Hold
1,190
– – ﹤0.01% 1586
2020
Q2 		$21K Buy
1,190
+990
+495% +$11.9K ﹤0.01% 1443
2020
Q1 		$2K Buy
+200
New +$3.95K ﹤0.01% 2104

Other funds holding PMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Sowell Financial Services sold out of PennyMac Mortgage Investment (PMT) in Q2 2021, closing a stake of 1,190 shares — an estimated $23K sold.

Sowell Financial Services first reported a position in PMT in Q1 2020 and held it in 5 quarters. The position peaked at $23K in Q1 2021. 202 funds tracked by Wall St. Rank hold PMT as of Q2 2021.

  • Sowell Financial Services reported no remaining PennyMac Mortgage Investment position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,190 PennyMac Mortgage Investment shares in Q2 2021, an estimated $23K.
  • Sowell Financial Services first reported a position in PennyMac Mortgage Investment in Q1 2020 and held it in 5 quarters.
  • Sowell Financial Services's PennyMac Mortgage Investment position peaked at $23K in Q1 2021.
  • 202 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q2 2021.

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