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Harvest Group Wealth Management’s Penguin Solutions Inc PENG Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-36
Closed -$1K – 749
2020
Q4 		$1K Hold
36
– – ﹤0.01% 590
2020
Q3 		$0 Hold
36
– – ﹤0.01% 854
2020
Q2 		$0 Hold
36
– – ﹤0.01% 894
2020
Q1 		$0 Buy
+36
New +$527 ﹤0.01% 1069

Other funds holding PENG

Silver Lake Group
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.35B AUM 35.86% 1-Year Est. Return

Harvest Group Wealth Management's PENG Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Penguin Solutions Inc (PENG) in Q1 2021, closing a stake of 36 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in PENG in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 132 funds tracked by Wall St. Rank hold PENG as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Penguin Solutions Inc position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 36 Penguin Solutions Inc shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Penguin Solutions Inc in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's Penguin Solutions Inc position peaked at $1K in Q4 2020.
  • 132 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.