Wealth Quarterback’s PennyMac Mortgage Investment PMT Stock Holding History

Wealth Quarterback’s Portfolio PMT Stock Details PMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$3K	Buy	123 +3	+3%	+$59	﹤0.01%	674
2021 Q2	$3K	Buy	+120	New	+$2.4K	﹤0.01%	706
2020 Q2	–	Sell	-106	Closed	-$1.13K	–	579
2020 Q1	$1.13K	Buy	106 +2	+2%	+$39	﹤0.01%	814
2019 Q4	$2.32K	Buy	+104	New	+$2.35K	﹤0.01%	742

Other funds holding PMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

KPF

K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return

Wealth Quarterback's PMT Position: Q3 2021 in Review

Wealth Quarterback increased its PennyMac Mortgage Investment (PMT) stake by 2.5% in Q3 2021, buying an estimated $59 and bringing the position to 123 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Wealth Quarterback first reported a position in PMT in Q4 2019 and has held it in 4 quarters since. 194 funds tracked by Wall St. Rank hold PMT as of Q3 2021.

Wealth Quarterback held 123 shares of PennyMac Mortgage Investment worth $3K as of Q3 2021.
Wealth Quarterback bought 3 PennyMac Mortgage Investment shares in Q3 2021, an estimated $59.
PennyMac Mortgage Investment made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #674 holding.
Wealth Quarterback first reported a position in PennyMac Mortgage Investment in Q4 2019 and has held it in 4 quarters since.
194 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q3 2021.

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