Cetera Advisors’s Penumbra PEN Stock Holding History

Cetera 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
2023 Q3	–	Sell	-1,887	Closed	-$649K	–	1770
2023 Q2	$649K	Buy	+1,887	New	+$579K	0.01%	921

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

Cetera Advisors's PEN Position: Q3 2023 in Review

Cetera Advisors sold out of Penumbra (PEN) in Q3 2023, closing a stake of 1,887 shares — an estimated $649K sold.

Cetera Advisors first reported a position in PEN in Q2 2023 and held it in 1 quarter. The position peaked at $649K in Q2 2023. 314 funds tracked by Wall St. Rank hold PEN as of Q3 2023.

Cetera Advisors reported no remaining Penumbra position as of Q3 2023 after selling out during the quarter.
Cetera Advisors sold 1,887 Penumbra shares in Q3 2023, an estimated $649K.
Cetera Advisors first reported a position in Penumbra in Q2 2023 and held it in 1 quarter.
Cetera Advisors's Penumbra position peaked at $649K in Q2 2023.
314 funds tracked by Wall St. Rank held Penumbra as of Q3 2023.

Based on Cetera Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.