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TD Private Client Wealth’s PennyMac Financial PFSI Stock Holding History

TD Private Client Wealth’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
2024
Q1 		– Sell
-130
Closed -$11.5K – 1252
2023
Q4 		$11.5K Sell
130
-164
-56% -$12.3K ﹤0.01% 1031
2023
Q3 		$19.6K Sell
294
-8,263
-97% -$594K ﹤0.01% 934
2023
Q2 		$602K Sell
8,557
-103
-1% -$6.52K 0.03% 416
2023
Q1 		$516K Buy
+8,660
New +$536K 0.02% 423

Other funds holding PFSI

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

TD Private Client Wealth's PFSI Position: Q1 2024 in Review

TD Private Client Wealth sold out of PennyMac Financial (PFSI) in Q1 2024, closing a stake of 130 shares — an estimated $11.5K sold.

TD Private Client Wealth first reported a position in PFSI in Q1 2023 and held it in 4 quarters. The position peaked at $602K in Q2 2023. 193 funds tracked by Wall St. Rank hold PFSI as of Q1 2024.

  • TD Private Client Wealth reported no remaining PennyMac Financial position as of Q1 2024 after selling out during the quarter.
  • TD Private Client Wealth sold 130 PennyMac Financial shares in Q1 2024, an estimated $11.5K.
  • TD Private Client Wealth first reported a position in PennyMac Financial in Q1 2023 and held it in 4 quarters.
  • TD Private Client Wealth's PennyMac Financial position peaked at $602K in Q2 2023.
  • 193 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2024.

Based on TD Private Client Wealth's 13F filing for Q1 2024, filed 16 Aug 2024.