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FTWA
Fifth Third Wealth Advisors’s
Penumbra
PEN
Stock Holding History
Fifth Third Wealth 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
2026
Q1
$437K
Buy
1,330
+98
+8%
+$33.2K
0.01%
475
2025
Q4
$383K
Hold
1,232
–
–
0.01%
474
2025
Q3
$312K
Sell
1,232
-25
-2%
-$6.31K
0.01%
539
2025
Q2
$323K
Buy
1,257
+4
+0.3%
+$1.09K
0.01%
505
2025
Q1
$335K
Buy
1,253
+3
+0.2%
+$811
0.02%
458
2024
Q4
$297K
Sell
1,250
-50
-4%
-$11.4K
0.02%
493
2024
Q3
$253K
Buy
1,300
+59
+5%
+$11.1K
0.02%
544
2024
Q2
$223K
Buy
+1,241
New
+$248K
0.02%
549
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
Sign up
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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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