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Buckingham Strategic Wealth’s Penumbra PEN Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$2.03M Buy
+11,276
New +$2.25M 0.02% 235

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Buckingham Strategic Wealth's PEN Position: Q2 2024 in Review

Buckingham Strategic Wealth opened a new position in Penumbra (PEN) in Q2 2024: 11,276 shares worth $2.03M. The stake represents 0.02% of the portfolio and ranks #235 among its holdings.

341 funds tracked by Wall St. Rank hold PEN as of Q2 2024.

  • Buckingham Strategic Wealth held 11,276 shares of Penumbra worth $2.03M as of Q2 2024.
  • Penumbra was a new Buckingham Strategic Wealth position in Q2 2024.
  • Penumbra made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #235 holding.
  • 341 funds tracked by Wall St. Rank held Penumbra as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.