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Cassady Schiller Wealth Management’s Penumbra PEN Stock Holding History

Cassady Schiller 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
2024
Q4 		$712 Buy
+3
New +$682 ﹤0.01% 874

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B 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

Cassady Schiller Wealth Management's PEN Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Penumbra (PEN) in Q4 2024: 3 shares worth $712. The stake represents ﹤0.01% of the portfolio and ranks #874 among its holdings.

371 funds tracked by Wall St. Rank hold PEN as of Q4 2024.

  • Cassady Schiller Wealth Management held 3 shares of Penumbra worth $712 as of Q4 2024.
  • Penumbra was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Penumbra made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #874 holding.
  • 371 funds tracked by Wall St. Rank held Penumbra as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.