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Carolinas Wealth Consulting’s Penumbra PEN Stock Holding History

Carolinas Wealth Consulting’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
2020
Q4 		– Sell
-6
Closed -$1K – 990
2020
Q3 		$1K Buy
+6
New +$1.26K ﹤0.01% 867

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T. Rowe Price Associates
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ClearBridge Investments
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Carolinas Wealth Consulting's PEN Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of Penumbra (PEN) in Q4 2020, closing a stake of 6 shares — an estimated $1K sold.

Carolinas Wealth Consulting first reported a position in PEN in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 263 funds tracked by Wall St. Rank hold PEN as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining Penumbra position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 6 Penumbra shares in Q4 2020, an estimated $1K.
  • Carolinas Wealth Consulting first reported a position in Penumbra in Q3 2020 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Penumbra position peaked at $1K in Q3 2020.
  • 263 funds tracked by Wall St. Rank held Penumbra as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.