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Commonwealth Equity Services’s
Penumbra
PEN
Stock Holding History
Commonwealth Equity Services’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
2026
Q1
$244K
Buy
+743
New
+$252K
﹤0.01%
3818
2025
Q3
–
Sell
-12,892
Closed
-$3.31M
–
4387
2025
Q2
$3.31M
Sell
12,892
-189
-1%
-$51.4K
﹤0.01%
1626
2025
Q1
$3.5M
Buy
13,081
+12,162
+1,323%
+$3.29M
0.01%
1527
2024
Q4
$218K
Sell
919
-129
-12%
-$29.3K
﹤0.01%
3690
2024
Q3
$204K
Sell
1,048
-147
-12%
-$27.8K
﹤0.01%
3681
2024
Q2
$215K
Buy
+1,195
New
+$239K
﹤0.01%
3584
2024
Q1
–
Sell
-815
Closed
-$205K
–
4072
2023
Q4
$205K
Buy
+815
New
+$180K
﹤0.01%
3489
2023
Q3
–
Sell
-659
Closed
-$227K
–
3910
2023
Q2
$227K
Buy
+659
New
+$202K
﹤0.01%
3291
Other funds holding PEN
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
HI
HBK Investments
Dallas, Texas
$7.94B AUM
55.6%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Balyasny Asset Management
Chicago, Illinois
$50.9B AUM
42.89%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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