JWM
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Janiczek Wealth Management’s Penumbra PEN Stock Holding History

Janiczek Wealth 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
2024
Q2 		$900 Hold
5
– – ﹤0.01% 940
2024
Q1 		$1.12K Hold
5
– – ﹤0.01% 932
2023
Q4 		$1.26K Buy
+5
New +$1.1K ﹤0.01% 903

Other funds holding PEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janiczek Wealth Management's PEN Position: Q2 2024 in Review

Janiczek Wealth Management held its Penumbra (PEN) position steady in Q2 2024 at 5 shares worth $900. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Janiczek Wealth Management first reported a position in PEN in Q4 2023 and has held it in 3 quarters since. The position peaked at $1.26K in Q4 2023. 341 funds tracked by Wall St. Rank hold PEN as of Q2 2024.

  • Janiczek Wealth Management held 5 shares of Penumbra worth $900 as of Q2 2024.
  • Janiczek Wealth Management left its Penumbra share count unchanged in Q2 2024.
  • Penumbra made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #940 holding.
  • Janiczek Wealth Management first reported a position in Penumbra in Q4 2023 and has held it in 3 quarters since.
  • Janiczek Wealth Management's Penumbra position peaked at $1.26K in Q4 2023.
  • 341 funds tracked by Wall St. Rank held Penumbra as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.