HighTower Advisors
PEN icon

HighTower Advisors’s Penumbra PEN Stock Holding History

HighTower Advisors’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
2026
Q1 		$1.34M Buy
4,093
+576
+16% +$195K ﹤0.01% 1993
2025
Q4 		$1.09M Sell
3,517
-78
-2% -$21.5K ﹤0.01% 2054
2025
Q3 		$911K Sell
3,595
-1,772
-33% -$447K ﹤0.01% 2174
2025
Q2 		$1.38M Sell
5,367
-1,515
-22% -$412K ﹤0.01% 1795
2025
Q1 		$1.84M Buy
6,882
+902
+15% +$244K ﹤0.01% 1570
2024
Q4 		$1.42M Buy
5,980
+188
+3% +$42.7K ﹤0.01% 1736
2024
Q3 		$1.13M Buy
5,792
+128
+2% +$24.2K ﹤0.01% 1864
2024
Q2 		$1.03M Buy
5,664
+3,542
+167% +$707K ﹤0.01% 1844
2024
Q1 		$473K Buy
2,122
+153
+8% +$37.8K ﹤0.01% 2317
2023
Q4 		$505K Buy
1,969
+68
+4% +$15K ﹤0.01% 2320
2023
Q3 		$454K Sell
1,901
-76
-4% -$21.1K ﹤0.01% 2297
2023
Q2 		$680K Buy
+1,977
New +$607K ﹤0.01% 1998
2022
Q1 		– Sell
-698
Closed -$200K – 3621
2021
Q4 		$200K Buy
+698
New +$185K ﹤0.01% 2777

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VPM
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HI
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State Street
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Baillie Gifford & Co
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Geode Capital Management
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Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return