FGC
PENG

Financial Gravity Companies’s Penguin Solutions Inc PENG Stock Holding History

Financial Gravity Companies’s Portfolio PENG Stock Details PENG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$3K Buy
+212
New +$3.21K ﹤0.01% 869
2018
Q1 		$4K Buy
+212
New +$4K ﹤0.01% 807

Other funds holding PENG

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Financial Gravity Companies's PENG Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Penguin Solutions Inc (PENG) in Q4 2018: 212 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #869 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PENG as recently as Q1 2018.

Financial Gravity Companies first reported a position in PENG in Q1 2018 and has held it in 2 quarters since. The position peaked at $4K in Q1 2018. 137 funds tracked by Wall St. Rank hold PENG as of Q4 2018.

  • Financial Gravity Companies held 212 shares of Penguin Solutions Inc worth $3K as of Q4 2018.
  • Penguin Solutions Inc was a new Financial Gravity Companies position in Q4 2018.
  • Penguin Solutions Inc made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #869 holding.
  • Financial Gravity Companies first reported a position in Penguin Solutions Inc in Q1 2018 and has held it in 2 quarters since.
  • Financial Gravity Companies's Penguin Solutions Inc position peaked at $4K in Q1 2018.
  • 137 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.