WQ
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Wealth Quarterback’s PennyMac Financial PFSI Stock Holding History

Wealth Quarterback’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
Q3 		– Sell
-145
Closed -$9K – 868
2021
Q2 		$9K Buy
+145
New +$8.81K 0.01% 502
2020
Q2 		– Sell
-20
Closed -$444 – 571
2020
Q1 		$444 Buy
+20
New +$644 ﹤0.01% 897

Other funds holding PFSI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.36B AUM 25.58% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Wealth Quarterback's PFSI Position: Q3 2021 in Review

Wealth Quarterback sold out of PennyMac Financial (PFSI) in Q3 2021, closing a stake of 145 shares — an estimated $9K sold.

Wealth Quarterback first reported a position in PFSI in Q1 2020 and held it in 2 quarters. The position peaked at $9K in Q2 2021. 200 funds tracked by Wall St. Rank hold PFSI as of Q3 2021.

  • Wealth Quarterback reported no remaining PennyMac Financial position as of Q3 2021 after selling out during the quarter.
  • Wealth Quarterback sold 145 PennyMac Financial shares in Q3 2021, an estimated $9K.
  • Wealth Quarterback first reported a position in PennyMac Financial in Q1 2020 and held it in 2 quarters.
  • Wealth Quarterback's PennyMac Financial position peaked at $9K in Q2 2021.
  • 200 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.