TIAM2
PFSI icon

Tru Independence Asset Management 2’s PennyMac Financial PFSI Stock Holding History

Tru Independence Asset Management 2’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
2021
Q2 		– Sell
-8,730
Closed -$584K – 121
2021
Q1 		$584K Buy
+8,730
New +$542K 0.46% 57

Other funds holding PFSI

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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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
PAR Capital Management
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tru Independence Asset Management 2's PFSI Position: Q2 2021 in Review

Tru Independence Asset Management 2 sold out of PennyMac Financial (PFSI) in Q2 2021, closing a stake of 8,730 shares — an estimated $584K sold.

Tru Independence Asset Management 2 first reported a position in PFSI in Q1 2021 and held it in 1 quarter. The position peaked at $584K in Q1 2021. 202 funds tracked by Wall St. Rank hold PFSI as of Q2 2021.

  • Tru Independence Asset Management 2 reported no remaining PennyMac Financial position as of Q2 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 8,730 PennyMac Financial shares in Q2 2021, an estimated $584K.
  • Tru Independence Asset Management 2 first reported a position in PennyMac Financial in Q1 2021 and held it in 1 quarter.
  • Tru Independence Asset Management 2's PennyMac Financial position peaked at $584K in Q1 2021.
  • 202 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2021, filed 21 Jul 2021.