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Spire Wealth Management’s PennyMac Financial PFSI Stock Holding History

Spire Wealth Management’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
2023
Q2 		– Sell
-55
Closed -$3.28K – 2499
2023
Q1 		$3.28K Sell
55
-69
-56% -$4.27K ﹤0.01% 2138
2022
Q4 		$7K Buy
+124
New +$6.57K ﹤0.01% 1746

Other funds holding PFSI

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MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spire Wealth Management's PFSI Position: Q2 2023 in Review

Spire Wealth Management sold out of PennyMac Financial (PFSI) in Q2 2023, closing a stake of 55 shares — an estimated $3.28K sold.

Spire Wealth Management first reported a position in PFSI in Q4 2022 and held it in 2 quarters. The position peaked at $7K in Q4 2022. 169 funds tracked by Wall St. Rank hold PFSI as of Q2 2023.

  • Spire Wealth Management reported no remaining PennyMac Financial position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 55 PennyMac Financial shares in Q2 2023, an estimated $3.28K.
  • Spire Wealth Management first reported a position in PennyMac Financial in Q4 2022 and held it in 2 quarters.
  • Spire Wealth Management's PennyMac Financial position peaked at $7K in Q4 2022.
  • 169 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.