GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Penumbra PEN Stock Holding History

Gerber Kawasaki Wealth & 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
2021
Q4 		– Sell
-1
Closed -$1K – 853
2021
Q3 		$1K Buy
+1
New +$269 ﹤0.01% 1074

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 $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's PEN Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Penumbra (PEN) in Q4 2021, closing a stake of 1 share — an estimated $1K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in PEN in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 279 funds tracked by Wall St. Rank hold PEN as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Penumbra position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1 Penumbra share in Q4 2021, an estimated $1K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Penumbra in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Penumbra position peaked at $1K in Q3 2021.
  • 279 funds tracked by Wall St. Rank held Penumbra as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.