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Atria Wealth Solutions’s Penumbra PEN Stock Holding History

Atria Wealth Solutions’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
Q3 		– Sell
-1,333
Closed -$240K – 2022
2024
Q2 		$240K Buy
+1,333
New +$266K ﹤0.01% 1646

Other funds holding PEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Atria Wealth Solutions's PEN Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Penumbra (PEN) in Q3 2024, closing a stake of 1,333 shares — an estimated $240K sold.

Atria Wealth Solutions first reported a position in PEN in Q2 2024 and held it in 1 quarter. The position peaked at $240K in Q2 2024. 333 funds tracked by Wall St. Rank hold PEN as of Q3 2024.

  • Atria Wealth Solutions reported no remaining Penumbra position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 1,333 Penumbra shares in Q3 2024, an estimated $240K.
  • Atria Wealth Solutions first reported a position in Penumbra in Q2 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's Penumbra position peaked at $240K in Q2 2024.
  • 333 funds tracked by Wall St. Rank held Penumbra as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.