Able Wealth Management’s Penumbra PEN Stock Holding History

Able Wealth Management’s Portfolio PEN Stock Details PEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5	Closed	-$1.26K	–	434
2023 Q4	$1.26K	Buy	+5	New	+$1.1K	﹤0.01%	499

Other funds holding PEN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Able Wealth Management's PEN Position: Q1 2024 in Review

Able Wealth Management sold out of Penumbra (PEN) in Q1 2024, closing a stake of 5 shares — an estimated $1.26K sold.

Able Wealth Management first reported a position in PEN in Q4 2023 and held it in 1 quarter. The position peaked at $1.26K in Q4 2023. 341 funds tracked by Wall St. Rank hold PEN as of Q1 2024.

Able Wealth Management reported no remaining Penumbra position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 5 Penumbra shares in Q1 2024, an estimated $1.26K.
Able Wealth Management first reported a position in Penumbra in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Penumbra position peaked at $1.26K in Q4 2023.
341 funds tracked by Wall St. Rank held Penumbra as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.