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Financial Advocates Investment Management’s Penumbra PEN Stock Holding History

Financial Advocates Investment 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
2023
Q1 		– Sell
-1,001
Closed -$223K – 802
2022
Q4 		$223K Buy
+1,001
New +$196K 0.02% 649

Other funds holding PEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Financial Advocates Investment Management's PEN Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of Penumbra (PEN) in Q1 2023, closing a stake of 1,001 shares — an estimated $223K sold.

Financial Advocates Investment Management first reported a position in PEN in Q4 2022 and held it in 1 quarter. The position peaked at $223K in Q4 2022. 312 funds tracked by Wall St. Rank hold PEN as of Q1 2023.

  • Financial Advocates Investment Management reported no remaining Penumbra position as of Q1 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,001 Penumbra shares in Q1 2023, an estimated $223K.
  • Financial Advocates Investment Management first reported a position in Penumbra in Q4 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Penumbra position peaked at $223K in Q4 2022.
  • 312 funds tracked by Wall St. Rank held Penumbra as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.