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TFO Wealth Partners’s PennyMac Financial PFSI Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-2
Closed -$182 – 574
2024
Q1 		$182 Hold
2
– – ﹤0.01% 516
2023
Q4 		$177 Sell
2
-5
-71% -$375 ﹤0.01% 674
2023
Q3 		$492 Buy
7
+5
+250% +$360 ﹤0.01% 462
2023
Q2 		$141 Hold
2
– – ﹤0.01% 592
2023
Q1 		$119 Sell
2
-2
-50% -$124 ﹤0.01% 609
2022
Q4 		$185 Buy
+4
New +$212 ﹤0.01% 646

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TFO Wealth Partners's PFSI Position: Q2 2024 in Review

TFO Wealth Partners sold out of PennyMac Financial (PFSI) in Q2 2024, closing a stake of 2 shares — an estimated $182 sold.

TFO Wealth Partners first reported a position in PFSI in Q4 2022 and held it in 6 quarters. The position peaked at $492 in Q3 2023. 184 funds tracked by Wall St. Rank hold PFSI as of Q2 2024.

  • TFO Wealth Partners reported no remaining PennyMac Financial position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 PennyMac Financial shares in Q2 2024, an estimated $182.
  • TFO Wealth Partners first reported a position in PennyMac Financial in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's PennyMac Financial position peaked at $492 in Q3 2023.
  • 184 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.