Vident Investment Advisory
PFSI icon

Vident Investment Advisory’s PennyMac Financial PFSI Stock Holding History

Vident Investment Advisory’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
Q1 		– Sell
-43,968
Closed -$2.49M – 1285
2022
Q4 		$2.49M Buy
+43,968
New +$2.33M 0.09% 244

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Epoch Investment Partners
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Vident Investment Advisory's PFSI Position: Q1 2023 in Review

Vident Investment Advisory sold out of PennyMac Financial (PFSI) in Q1 2023, closing a stake of 43,968 shares — an estimated $2.49M sold.

Vident Investment Advisory first reported a position in PFSI in Q4 2022 and held it in 1 quarter. The position peaked at $2.49M in Q4 2022. 175 funds tracked by Wall St. Rank hold PFSI as of Q1 2023.

  • Vident Investment Advisory reported no remaining PennyMac Financial position as of Q1 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 43,968 PennyMac Financial shares in Q1 2023, an estimated $2.49M.
  • Vident Investment Advisory first reported a position in PennyMac Financial in Q4 2022 and held it in 1 quarter.
  • Vident Investment Advisory's PennyMac Financial position peaked at $2.49M in Q4 2022.
  • 175 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2023.

Based on Vident Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.