AWM
PENG

AE Wealth Management’s Penguin Solutions Inc PENG Stock Holding History

AE Wealth Management’s Portfolio PENG Stock Details PENG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-23,816
Closed -$615K – 1862
2022
Q1 		$615K Buy
+23,816
New +$672K ﹤0.01% 1124

Other funds holding PENG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

AE Wealth Management's PENG Position: Q2 2022 in Review

AE Wealth Management sold out of Penguin Solutions Inc (PENG) in Q2 2022, closing a stake of 23,816 shares — an estimated $615K sold.

AE Wealth Management first reported a position in PENG in Q1 2022 and held it in 1 quarter. The position peaked at $615K in Q1 2022. 202 funds tracked by Wall St. Rank hold PENG as of Q2 2022.

  • AE Wealth Management reported no remaining Penguin Solutions Inc position as of Q2 2022 after selling out during the quarter.
  • AE Wealth Management sold 23,816 Penguin Solutions Inc shares in Q2 2022, an estimated $615K.
  • AE Wealth Management first reported a position in Penguin Solutions Inc in Q1 2022 and held it in 1 quarter.
  • AE Wealth Management's Penguin Solutions Inc position peaked at $615K in Q1 2022.
  • 202 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2022.

Based on AE Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.