FNY Investment Advisers’s Penguin Solutions Inc PENG Stock Holding History

FNY Investment Advisers’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
2026 Q2	$714K	Buy	+9,396	New	+$427K	0.26%	125
2023 Q3	–	Sell	-3,204	Closed	-$92K	–	831
2023 Q2	$92K	Buy	+3,204	New	+$64.2K	0.12%	118
2022 Q1	–	Sell	-12,400	Closed	-$440K	–	1024
2021 Q4	$440K	Buy	+12,400	New	+$352K	0.24%	100
2019 Q2	–	Sell	-30,000	Closed	-$288K	–	1248
2019 Q1	$288K	Buy	+30,000	New	+$388K	0.1%	131

Other funds holding PENG

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Unique Wealth Strategies Burr Ridge, Illinois $274M AUM 29.58% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return