HGWM
PENG

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

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.56T AUM 27.86% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 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.