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Bell Investment Advisors’s Penumbra PEN Stock Holding History

Bell Investment Advisors’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
2025
Q4 		– Sell
-2
Closed -$507 – 1916
2025
Q3 		$507 Hold
2
– – ﹤0.01% 1762
2025
Q2 		$514 Buy
+2
New +$544 ﹤0.01% 1757
2024
Q4 		– Sell
-2
Closed -$389 – 1940
2024
Q3 		$389 Sell
2
-5
-71% -$945 ﹤0.01% 1827
2024
Q2 		$1.26K Sell
7
-2
-22% -$399 ﹤0.01% 1537
2024
Q1 		$2.01K Buy
9
+2
+29% +$494 ﹤0.01% 1362
2023
Q4 		$1.76K Buy
7
+2
+40% +$442 ﹤0.01% 1380
2023
Q3 		$1.21K Sell
5
-5
-50% -$1.39K ﹤0.01% 1493
2023
Q2 		$3.44K Hold
10
– – ﹤0.01% 1013
2023
Q1 		$2.79K Hold
10
– – ﹤0.01% 1082
2022
Q4 		$2.23K Buy
10
+3
+43% +$587 ﹤0.01% 1229
2022
Q3 		$1K Buy
7
+3
+75% +$481 ﹤0.01% 1521
2022
Q2 		$0 Buy
+4
New +$635 ﹤0.01% 1806
2021
Q4 		$1K Hold
2
– – ﹤0.01% 1554
2021
Q3 		$1K Buy
+2
New +$538 ﹤0.01% 1514

Other funds holding PEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return