BerganKDV Wealth Management’s Penumbra PEN Stock Holding History

BerganKDV 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 Q2	$1.03K	Hold	3	–	–	﹤0.01%	754
2023 Q1	$837	Hold	3	–	–	﹤0.01%	923
2022 Q4	$667	Hold	3	–	–	﹤0.01%	922
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	916
2022 Q2	$0	Buy	+3	New	+$476	﹤0.01%	1040

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

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

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

BerganKDV Wealth Management's PEN Position: Q2 2023 in Review

BerganKDV Wealth Management held its Penumbra (PEN) position steady in Q2 2023 at 3 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

BerganKDV Wealth Management first reported a position in PEN in Q2 2022 and has held it in 5 quarters since. 363 funds tracked by Wall St. Rank hold PEN as of Q2 2023.

BerganKDV Wealth Management held 3 shares of Penumbra worth $1.03K as of Q2 2023.
BerganKDV Wealth Management left its Penumbra share count unchanged in Q2 2023.
Penumbra made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #754 holding.
BerganKDV Wealth Management first reported a position in Penumbra in Q2 2022 and has held it in 5 quarters since.
363 funds tracked by Wall St. Rank held Penumbra as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.