Valeo Financial Advisors
PFSI icon

Valeo Financial Advisors’s PennyMac Financial PFSI Stock Holding History

Valeo Financial Advisors’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
2020
Q2 		– Sell
-2,000
Closed -$50K – 2129
2020
Q1 		$50K Buy
+2,000
New +$64.4K 0.01% 606

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Valeo Financial Advisors's PFSI Position: Q2 2020 in Review

Valeo Financial Advisors sold out of PennyMac Financial (PFSI) in Q2 2020, closing a stake of 2,000 shares — an estimated $50K sold.

Valeo Financial Advisors first reported a position in PFSI in Q1 2020 and held it in 1 quarter. The position peaked at $50K in Q1 2020. 185 funds tracked by Wall St. Rank hold PFSI as of Q2 2020.

  • Valeo Financial Advisors reported no remaining PennyMac Financial position as of Q2 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,000 PennyMac Financial shares in Q2 2020, an estimated $50K.
  • Valeo Financial Advisors first reported a position in PennyMac Financial in Q1 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's PennyMac Financial position peaked at $50K in Q1 2020.
  • 185 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2020.

Based on Valeo Financial Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.