SWRP
PFSI icon

Summit Wealth & Retirement Planning’s PennyMac Financial PFSI Stock Holding History

Summit Wealth & Retirement Planning’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
-7,725
Closed -$460K – 92
2023
Q1 		$460K Sell
7,725
-5,554
-42% -$344K 0.17% 58
2022
Q4 		$752K Sell
13,279
-504
-4% -$26.7K 0.31% 39
2022
Q3 		$591K Sell
13,783
-70
-0.5% -$3.66K 0.24% 55
2022
Q2 		$606K Sell
13,853
-193
-1% -$9.12K 0.23% 55
2022
Q1 		$747K Buy
14,046
+246
+2% +$14.9K 0.26% 52
2021
Q4 		$963K Sell
13,800
-487
-3% -$32.1K 0.33% 43
2021
Q3 		$873K Sell
14,287
-2,855
-17% -$181K 0.32% 47
2021
Q2 		$1.06M Sell
17,142
-574
-3% -$34.9K 0.39% 43
2021
Q1 		$1.19M Buy
17,716
+231
+1% +$14.3K 0.44% 39
2020
Q4 		$1.15M Buy
+17,485
New +$1.04M 0.44% 42

Other funds holding PFSI

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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