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Berman Capital Advisors’s Penumbra PEN Stock Holding History

Berman Capital 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
2021
Q3 		$3K Buy
16
+7
+78% +$1.88K ﹤0.01% 1608
2021
Q2 		$1K Sell
9
-33
-79% -$9.01K ﹤0.01% 1788
2021
Q1 		$10K Buy
+42
New +$10.8K ﹤0.01% 1035

Other funds holding PEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berman Capital Advisors's PEN Position: Q3 2021 in Review

Berman Capital Advisors increased its Penumbra (PEN) stake by 78% in Q3 2021, buying an estimated $1.88K and bringing the position to 16 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1608.

Berman Capital Advisors first reported a position in PEN in Q1 2021 and has held it in 3 quarters since. The position peaked at $10K in Q1 2021. 280 funds tracked by Wall St. Rank hold PEN as of Q3 2021.

  • Berman Capital Advisors held 16 shares of Penumbra worth $3K as of Q3 2021.
  • Berman Capital Advisors bought 7 Penumbra shares in Q3 2021, an estimated $1.88K.
  • Penumbra made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1608 holding.
  • Berman Capital Advisors first reported a position in Penumbra in Q1 2021 and has held it in 3 quarters since.
  • Berman Capital Advisors's Penumbra position peaked at $10K in Q1 2021.
  • 280 funds tracked by Wall St. Rank held Penumbra as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.