Wipfli Financial Advisors’s PennyMac Mortgage Investment PMT Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$1K	Buy	+116	New	+$1.7K	﹤0.01%	2481

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wipfli Financial Advisors's PMT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in PennyMac Mortgage Investment (PMT) in Q3 2022: 116 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2481 among its holdings.

186 funds tracked by Wall St. Rank hold PMT as of Q3 2022.

Wipfli Financial Advisors held 116 shares of PennyMac Mortgage Investment worth $1K as of Q3 2022.
PennyMac Mortgage Investment was a new Wipfli Financial Advisors position in Q3 2022.
PennyMac Mortgage Investment made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2481 holding.
186 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.