Coppell Advisory Solutions’s Penumbra PEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-42
Closed -$10K 1420
2024
Q4
$10K Hold
42
﹤0.01% 1117
2024
Q3
$8.04K Hold
42
﹤0.01% 1142
2024
Q2
$7.56K Buy
+42
New +$8.38K ﹤0.01% 1095
2023
Q4
$10.6K Buy
+42
New +$9.28K ﹤0.01% 920
2023
Q3
Sell
-136
Closed -$47K 1455
2023
Q2
$47K Buy
+136
New +$41.8K 0.01% 390

Other funds holding PEN

Coppell Advisory Solutions's PEN Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Penumbra (PEN) in Q1 2025, closing a stake of 42 shares — an estimated $10K sold.

Coppell Advisory Solutions first reported a position in PEN in Q2 2023 and held it in 5 quarters. The position peaked at $47K in Q2 2023. 420 funds tracked by Wall St. Rank hold PEN as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Penumbra position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 42 Penumbra shares in Q1 2025, an estimated $10K.
  • Coppell Advisory Solutions first reported a position in Penumbra in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Penumbra position peaked at $47K in Q2 2023.
  • 420 funds tracked by Wall St. Rank held Penumbra as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.