Accurate Wealth Management’s Penumbra PEN Stock Holding History

Accurate 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
2023 Q1	–	Sell	-1	Closed	-$232	–	1069
2022 Q4	$232	Buy	+1	New	+$196	﹤0.01%	1578

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Accurate Wealth Management's PEN Position: Q1 2023 in Review

Accurate Wealth Management sold out of Penumbra (PEN) in Q1 2023, closing a stake of 1 share — an estimated $232 sold.

Accurate Wealth Management first reported a position in PEN in Q4 2022 and held it in 1 quarter. The position peaked at $232 in Q4 2022. 311 funds tracked by Wall St. Rank hold PEN as of Q1 2023.

Accurate Wealth Management reported no remaining Penumbra position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 1 Penumbra share in Q1 2023, an estimated $232.
Accurate Wealth Management first reported a position in Penumbra in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Penumbra position peaked at $232 in Q4 2022.
311 funds tracked by Wall St. Rank held Penumbra as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.